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Disclosery

Affiance Financial, LLC: BIL position timeline

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

Affiance Financial, LLC held 2,567 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,567 shares
    Change vs previous 13F +2,567 shares

    0.03% of the 13F portfolio, value $235,240.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,420 shares

    13F-HR 0001723681-26-000001 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 5,420 shares
    Change vs previous 13F -1,620 shares

    0.09% of the 13F portfolio, value $497,285.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,040 shares
    Change vs previous 13F +4,056 shares

    0.13% of the 13F portfolio, value $645,779.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,984 shares
    Change vs previous 13F -797 shares

    0.06% of the 13F portfolio, value $273,722.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,781 shares
    Change vs previous 13F -1,392 shares

    0.08% of the 13F portfolio, value $345,697.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,173 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $474,933.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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