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Portside Wealth Group, LLC: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portside Wealth Group, LLC on BIL, newest first. How the timeline and the estimate are built.

Portside Wealth Group, LLC held 496,763 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 496,763 shares
    Change vs previous 13F -40,658 shares

    5.32% of the 13F portfolio, value $45,523,362.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 537,421 shares
    Change vs previous 13F +179,723 shares

    6.69% of the 13F portfolio, value $49,249,260.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 357,698 shares
    Change vs previous 13F +64,855 shares

    4.43% of the 13F portfolio, value $32,686,444.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 292,843 shares
    Change vs previous 13F -43,358 shares

    3.73% of the 13F portfolio, value $26,868,346.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 336,201 shares
    Change vs previous 13F +271,828 shares

    4.57% of the 13F portfolio, value $30,839,718.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 64,373 shares
    Change vs previous 13F -2,489 shares

    0.96% of the 13F portfolio, value $5,904,935.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 66,862 shares
    Change vs previous 13F +40,091 shares

    1.01% of the 13F portfolio, value $6,113,193.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,771 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,457,846.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).