Vivid Wealth Management, LLC: BIL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vivid Wealth Management, LLC on BIL, newest first. How the timeline and the estimate are built.
Vivid Wealth Management, LLC held 166,251 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 166,251 sharesChange vs previous 13F +5,051 shares
5.36% of the 13F portfolio, value $15,235,276.
13F-HR 0002085853-26-000887 filed by Vivid Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 161,200 sharesChange vs previous 13F +2,112 shares
5.98% of the 13F portfolio, value $14,772,399.
13F-HR 0002085853-26-000504 filed by Vivid Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 159,088 sharesChange vs previous 13F +9,989 shares
5.65% of the 13F portfolio, value $14,537,465.
13F-HR 0002085853-26-000153 filed by Vivid Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 149,099 sharesChange vs previous 13F +34,241 shares
5.44% of the 13F portfolio, value $13,679,790.
13F-HR 0002085853-25-000175 filed by Vivid Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 114,858 sharesChange vs previous 13F +90 shares
4.63% of the 13F portfolio, value $10,535,904.
13F-HR 0001667731-25-000941 filed by Vivid Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 114,768 sharesChange vs previous 13F +5,477 shares
5.27% of the 13F portfolio, value $10,527,634.
13F-HR 0001667731-25-000451 filed by Vivid Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 109,291 sharesChange vs previous 13F +8,109 shares
5.06% of the 13F portfolio, value $9,992,518.
13F-HR 0001667731-25-000190 filed by Vivid Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 101,182 sharesChange vs previous 13F not available
4.85% of the 13F portfolio, value $9,289,479.
13F-HR 0002007281-24-000005 filed by Vivid Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).