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Disclosery

Apriem Advisors: BIL position timeline

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

Apriem Advisors held 486,811 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 486,811 shares
    Change vs previous 13F +16,743 shares

    3.86% of the 13F portfolio, value $44,611,320.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 470,068 shares
    Change vs previous 13F +32,643 shares

    4.11% of the 13F portfolio, value $43,077,070.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 437,425 shares
    Change vs previous 13F +25,154 shares

    3.67% of the 13F portfolio, value $39,971,897.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 412,271 shares
    Change vs previous 13F +124,583 shares

    3.58% of the 13F portfolio, value $37,825,864.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 287,688 shares
    Change vs previous 13F +58,084 shares

    2.81% of the 13F portfolio, value $26,389,620.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 229,604 shares
    Change vs previous 13F +40,129 shares

    2.47% of the 13F portfolio, value $21,061,575.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 189,475 shares
    Change vs previous 13F +38,259 shares

    1.98% of the 13F portfolio, value $17,323,699.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 151,216 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $13,883,141.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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