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Brown Financial Advisors: BIL position timeline

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

Brown Financial Advisors held 12,100 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,100 shares
    Change vs previous 13F -3,006 shares

    0.39% of the 13F portfolio, value $1,108,844.

    13F-HR 0002035548-26-000006 filed by Brown Financial 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 15,106 shares
    Change vs previous 13F +471 shares

    0.52% of the 13F portfolio, value $1,384,314.

    13F-HR 0002035548-26-000002 filed by Brown Financial 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 14,635 shares
    Change vs previous 13F +1,183 shares

    0.49% of the 13F portfolio, value $1,337,346.

    13F-HR 0002035548-26-000001 filed by Brown Financial 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 13,452 shares
    Change vs previous 13F +201 shares

    0.46% of the 13F portfolio, value $1,234,221.

    13F-HR 0002035548-25-000005 filed by Brown Financial 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 13,251 shares
    Change vs previous 13F +4,251 shares

    0.47% of the 13F portfolio, value $1,215,514.

    13F-HR 0002035548-25-000003 filed by Brown Financial 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 9,000 shares
    Change vs previous 13F +1,873 shares

    0.34% of the 13F portfolio, value $825,570.

    13F-HR 0002035548-25-000002 filed by Brown Financial 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 7,127 shares
    Change vs previous 13F +1,367 shares

    0.26% of the 13F portfolio, value $651,622.

    13F-HR 0002035548-25-000001 filed by Brown Financial 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 5,760 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $528,826.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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