Skip to content
Disclosery

Zinnia Wealth Advisory, LLC: BIL position timeline

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

Zinnia Wealth Advisory, LLC held 172,779 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,779 shares
    Change vs previous 13F +158,062 shares

    16.15% of the 13F portfolio, value $15,833,468.

    13F-HR 0002073676-26-000003 filed by Zinnia Wealth Advisory, 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 14,717 shares
    Change vs previous 13F -128,959 shares

    1.51% of the 13F portfolio, value $1,348,666.

    13F-HR 0002073676-26-000002 filed by Zinnia Wealth Advisory, 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 143,676 shares
    Change vs previous 13F not available

    14.2% of the 13F portfolio, value $13,129,113.

    13F-HR 0002073676-26-000001 filed by Zinnia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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