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Disclosery

CapWealth Advisors, LLC: BIL position timeline

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

CapWealth Advisors, LLC held 299,435 BIL shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 299,435 shares
    Change vs previous 13F +240,289 shares

    2.07% of the 13F portfolio, value $27,440,203.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 59,146 shares
    Change vs previous 13F -46,525 shares

    0.37% of the 13F portfolio, value $5,420,121.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 105,671 shares
    Change vs previous 13F -17,317 shares

    0.72% of the 13F portfolio, value $9,683,703.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 122,988 shares
    Change vs previous 13F +19,738 shares

    0.77% of the 13F portfolio, value $11,238,651.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 103,250 shares
    Change vs previous 13F -33,022 shares

    0.65% of the 13F portfolio, value $9,473,156.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 136,272 shares
    Change vs previous 13F +33,655 shares

    1.23% of the 13F portfolio, value $12,500,199.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 102,617 shares
    Change vs previous 13F +48,494 shares

    1.02% of the 13F portfolio, value $9,413,057.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 54,123 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,948,466.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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