Wambolt & Associates, LLC: BIL position timeline

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

Wambolt & Associates, LLC held 7,974 BIL shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

period ended2025-06-30
13F 7,974 shares
Change vs previous 13F +3,018 shares
0.25% of the 13F portfolio, value $729,149.
13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
Filed 2025-08-13 (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).
period ended2025-03-31
13F 4,956 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $453,127.
13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).