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Wheelhouse Advisory Group LLC: BIL position timeline

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

Wheelhouse Advisory Group LLC held 72,788 BIL 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 72,788 shares
    Change vs previous 13F +2,336 shares

    1.88% of the 13F portfolio, value $6,670,249.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory 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 70,452 shares
    Change vs previous 13F +3,420 shares

    2.14% of the 13F portfolio, value $6,456,181.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory 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 67,032 shares
    Change vs previous 13F -136 shares

    2.33% of the 13F portfolio, value $6,124,732.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory 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 67,168 shares
    Change vs previous 13F -3,801 shares

    2.65% of the 13F portfolio, value $6,162,673.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory 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 70,969 shares
    Change vs previous 13F +2,868 shares

    3.21% of the 13F portfolio, value $6,510,036.

    13F-HR 0001998946-25-000004 filed by Wheelhouse Advisory 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 68,101 shares
    Change vs previous 13F +9,462 shares

    3.57% of the 13F portfolio, value $6,246,983.

    13F-HR 0001998946-25-000003 filed by Wheelhouse Advisory 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 58,639 shares
    Change vs previous 13F +3,779 shares

    3.18% of the 13F portfolio, value $5,361,394.

    13F-HR 0001998946-25-000001 filed by Wheelhouse Advisory 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 54,860 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $5,036,728.

    13F-HR 0001998946-24-000005 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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