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Ascentis Wealth Management, LLC: BIL position timeline

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

Ascentis Wealth Management, LLC held 1,463 BIL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,463 shares
    Change vs previous 13F -13,550 shares

    0.02% of the 13F portfolio, value $134,173.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 755 shares
    • Ascentis Wealth Management, LLC: 708 shares

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

  2. period ended2026-03-31
    13F 15,013 shares
    Change vs previous 13F +8,638 shares

    0.08% of the 13F portfolio, value $1,375,906.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,424 shares
    • Ascentis Wealth Management, LLC: 589 shares

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

  3. period ended2025-12-31
    13F 6,375 shares
    Change vs previous 13F -203 shares

    0.06% of the 13F portfolio, value $582,654.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,606 shares
    • Ascentis Wealth Management, LLC: 769 shares

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

  4. period ended2025-09-30
    13F 6,578 shares
    Change vs previous 13F +492 shares

    0.06% of the 13F portfolio, value $603,582.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,985 shares
    • Ascentis Wealth Management, LLC: 1,593 shares

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

  5. period ended2025-06-30
    13F 6,086 shares
    Change vs previous 13F +1,889 shares

    0.06% of the 13F portfolio, value $557,880.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,475 shares
    • Ascentis Wealth Management, LLC: 1,611 shares

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

  6. period ended2025-03-31
    13F 4,197 shares
    Change vs previous 13F +225 shares

    0.05% of the 13F portfolio, value $384,512.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,343 shares
    • Ascentis Wealth Management, LLC: 1,854 shares

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

  7. period ended2024-12-31
    13F 3,972 shares
    Change vs previous 13F -8,717 shares

    0.04% of the 13F portfolio, value $363,183.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,351 shares
    • Ascentis Wealth Management, LLC: 621 shares

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

  8. period ended2024-09-30
    13F/A 12,689 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,164,975.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,047 shares
    • Ascentis Wealth Management, LLC: 642 shares

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