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Strategic Wealth Investment Group, LLC: BIL position timeline

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

Strategic Wealth Investment Group, LLC held 131,216 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,216 shares
    Change vs previous 13F +2,564 shares

    1.46% of the 13F portfolio, value $12,024,622.

    13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment Group, 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 128,652 shares
    Change vs previous 13F -19,809 shares

    1.5% of the 13F portfolio, value $11,789,638.

    13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment Group, 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 148,461 shares
    Change vs previous 13F -179,297 shares

    1.67% of the 13F portfolio, value $13,566,370.

    13F-HR 0001802365-26-000001 filed by Strategic Wealth Investment Group, 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 327,758 shares
    Change vs previous 13F +196,548 shares

    2.53% of the 13F portfolio, value $30,071,773.

    13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment Group, 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 131,210 shares
    Change vs previous 13F +6,355 shares

    17.43% of the 13F portfolio, value $12,035,920.

    13F-HR 0001986042-25-000016 filed by Strategic Wealth Investment Group, 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 124,855 shares
    Change vs previous 13F -165,479 shares

    19.93% of the 13F portfolio, value $11,452,923.

    13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment Group, 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/A 290,334 shares
    Change vs previous 13F +32,927 shares

    2.93% of the 13F portfolio, value $26,545,288.

    13F-HR/A 0001802365-25-000001 filed by Strategic Wealth Investment Group, 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 257,407 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $23,542,429.

    13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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