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RF&L WEALTH MANAGEMENT, LLC: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RF&L WEALTH MANAGEMENT, LLC on BIL, newest first. How the timeline and the estimate are built.

RF&L WEALTH MANAGEMENT, LLC held 2,665 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,665 shares
    Change vs previous 13F -580 shares

    0.17% of the 13F portfolio, value $244,221.

    13F-HR 0001965915-26-000003 filed by RF&L 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 3,245 shares
    Change vs previous 13F -60 shares

    0.22% of the 13F portfolio, value $297,372.

    13F-HR 0001965915-26-000002 filed by RF&L 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 3,305 shares
    Change vs previous 13F -1,150 shares

    0.17% of the 13F portfolio, value $302,011.

    13F-HR 0001965915-26-000001 filed by RF&L 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 4,455 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $408,746.

    13F-HR 0001965915-25-000008 filed by RF&L WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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