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CAPTRUST FINANCIAL ADVISORS: BIL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 3,263,555 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,263,555 shares
    Change vs previous 13F -623,006 shares

    0.46% of the 13F portfolio, value $299,072,220.

    13F-HR 0001062993-26-004295 filed by CAPTRUST 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 3,886,561 shares
    Change vs previous 13F -55,844 shares

    0.62% of the 13F portfolio, value $356,164,447.

    13F-HR 0001062993-26-002655 filed by CAPTRUST 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 3,942,405 shares
    Change vs previous 13F +133,923 shares

    0.69% of the 13F portfolio, value $360,256,946.

    13F-HR 0001062993-26-000955 filed by CAPTRUST 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 3,808,482 shares
    Change vs previous 13F -1,969,293 shares

    0.71% of the 13F portfolio, value $349,428,246.

    13F-HR 0001062993-25-016947 filed by CAPTRUST 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 5,777,775 shares
    Change vs previous 13F +2,487,366 shares

    1.18% of the 13F portfolio, value $529,995,335.

    13F-HR 0001062993-25-014473 filed by CAPTRUST 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 3,290,409 shares
    Change vs previous 13F -103,913 shares

    0.76% of the 13F portfolio, value $301,829,248.

    13F-HR 0001062993-25-009406 filed by CAPTRUST 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 3,394,322 shares
    Change vs previous 13F +105,651 shares

    0.89% of the 13F portfolio, value $310,342,909.

    13F-HR 0001062993-25-002458 filed by CAPTRUST 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 3,288,671 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $301,932,888.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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