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Quaker Wealth Management, LLC: BIL position timeline

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

Quaker Wealth Management, LLC held 111,999 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,999 shares
    Change vs previous 13F +1,033 shares

    2.99% of the 13F portfolio, value $10,263,551.

    13F-HR 0001733472-26-000004 filed by Quaker Wealth Management, 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 110,966 shares
    Change vs previous 13F +2,323 shares

    3.18% of the 13F portfolio, value $10,168,969.

    13F-HR 0001733472-26-000002 filed by Quaker Wealth Management, 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 108,643 shares
    Change vs previous 13F +1,384 shares

    3.15% of the 13F portfolio, value $9,927,787.

    13F-HR 0001733472-26-000001 filed by Quaker Wealth Management, 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 107,259 shares
    Change vs previous 13F +103,788 shares

    3.2% of the 13F portfolio, value $9,840,986.

    13F-HR 0001733472-25-000005 filed by Quaker Wealth Management, 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 3,471 shares
    Change vs previous 13F -42,141 shares

    0.11% of the 13F portfolio, value $318,421.

    13F-HR 0001733472-25-000003 filed by Quaker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 45,612 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $4,187,635.

    13F-HR 0001733472-24-000003 filed by Quaker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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