Skip to content
Disclosery

Wellment Financial: BILZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellment Financial on BILZ, newest first. How the timeline and the estimate are built.

Wellment Financial held 51,511 BILZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,511 shares
    Change vs previous 13F +31,649 shares

    5.92% of the 13F portfolio, value $5,198,967.

    13F-HR 0001940000-26-000005 filed by Wellment Financial
    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 19,862 shares
    Change vs previous 13F -16,105 shares

    2.48% of the 13F portfolio, value $2,005,474.

    13F-HR 0001940000-26-000004 filed by Wellment Financial
    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 35,967 shares
    Change vs previous 13F -7,861 shares

    4.26% of the 13F portfolio, value $3,624,264.

    13F-HR 0001940000-26-000001 filed by Wellment Financial
    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 43,828 shares
    Change vs previous 13F +11,307 shares

    5.25% of the 13F portfolio, value $4,434,913.

    13F-HR 0001940000-25-000003 filed by Wellment Financial
    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 32,521 shares
    Change vs previous 13F +26,761 shares

    4.23% of the 13F portfolio, value $3,291,088.

    13F-HR 0001085146-25-004376 filed by Wellment Financial
    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 5,760 shares
    Change vs previous 13F -9,515 shares

    0.77% of the 13F portfolio, value $582,944.

    13F-HR 0001085146-25-002389 filed by Wellment Financial
    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 15,275 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $1,539,996.

    13F-HR 0001085146-25-000591 filed by Wellment Financial
    Filed (acceptance time not in the bulk data set), ingested

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