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Arkadios Wealth Advisors: BIL position timeline

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

Arkadios Wealth Advisors held 91,968 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,968 shares
    Change vs previous 13F -7,764 shares

    0.13% of the 13F portfolio, value $8,427,970.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth 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 99,732 shares
    Change vs previous 13F -30,598 shares

    0.15% of the 13F portfolio, value $9,139,420.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth 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 130,330 shares
    Change vs previous 13F +3,888 shares

    0.24% of the 13F portfolio, value $11,909,548.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth 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 126,442 shares
    Change vs previous 13F +26,324 shares

    0.28% of the 13F portfolio, value $11,601,059.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth 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 100,118 shares
    Change vs previous 13F +25,454 shares

    0.28% of the 13F portfolio, value $9,183,757.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth 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 74,664 shares
    Change vs previous 13F +52,796 shares

    0.26% of the 13F portfolio, value $6,848,914.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth 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 21,868 shares
    Change vs previous 13F +1,150 shares

    0.11% of the 13F portfolio, value $1,999,381.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth 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 20,718 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,902,118.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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