Schwallier Wealth Management LLC: BIBL position timeline

Schwallier Wealth Management LLC held 3,818 BIBL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,818 shares

   Change vs previous 13F +3,818 shares

   0.14% of the 13F portfolio, value $220,959.

   13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -6,588 shares

   13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 6,588 shares

   Change vs previous 13F -2,174 shares

   0.19% of the 13F portfolio, value $253,040.

   13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2024-12-31

   13F 8,762 shares

   Change vs previous 13F +367 shares

   0.26% of the 13F portfolio, value $340,889.

   13F-HR 0001807270-25-000002 filed by Schwallier Wealth Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 8,395 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $341,408.

   13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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