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Disclosery

Spire Wealth Management: BIL position timeline

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

Spire Wealth Management held 72,043 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,043 shares
    Change vs previous 13F +8,463 shares

    0.2% of the 13F portfolio, value $6,601,989.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 63,580 shares
    Change vs previous 13F +8,287 shares

    0.2% of the 13F portfolio, value $5,826,517.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 55,293 shares
    Change vs previous 13F +41,506 shares

    0.17% of the 13F portfolio, value $5,052,702.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 13,787 shares
    Change vs previous 13F -12,228 shares

    0.04% of the 13F portfolio, value $1,264,957.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 26,015 shares
    Change vs previous 13F -9,051 shares

    0.09% of the 13F portfolio, value $2,386,356.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 35,066 shares
    Change vs previous 13F +2,675 shares

    0.1% of the 13F portfolio, value $3,216,604.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 32,391 shares
    Change vs previous 13F -512 shares

    0.09% of the 13F portfolio, value $2,961,509.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 32,903 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,020,826.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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