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Sharp Wealth Advisory, LLC: BIL position timeline

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

Sharp Wealth Advisory, LLC held 10,938 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 10,938 shares
    Change vs previous 13F +900 shares

    0.46% of the 13F portfolio, value $1,002,327.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 10,038 shares
    Change vs previous 13F +298 shares

    0.45% of the 13F portfolio, value $919,861.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, 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 9,740 shares
    Change vs previous 13F +391 shares

    0.45% of the 13F portfolio, value $890,021.

    13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, 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 9,349 shares
    Change vs previous 13F +49 shares

    0.47% of the 13F portfolio, value $857,803.

    13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, 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 9,300 shares
    Change vs previous 13F +487 shares

    0.55% of the 13F portfolio, value $853,091.

    13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, 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 8,813 shares
    Change vs previous 13F +756 shares

    0.62% of the 13F portfolio, value $808,448.

    13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, 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 8,057 shares
    Change vs previous 13F -508 shares

    0.56% of the 13F portfolio, value $736,649.

    13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, 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 8,565 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $786,397.

    13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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