SMART Wealth LLC: BIL position timeline

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

SMART Wealth LLC held 14,130 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 14,130 shares
Change vs previous 13F -259 shares
0.28% of the 13F portfolio, value $1,294,835.
13F-HR 0001214659-26-009678 filed by SMART Wealth LLC
Filed 2026-08-06 (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).
period ended2026-03-31
13F 14,389 shares
Change vs previous 13F not available
0.39% of the 13F portfolio, value $1,318,650.
13F-HR 0001214659-26-004993 filed by SMART Wealth LLC
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).