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Disclosery

Clearstead Advisors, LLC: BIL position timeline

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

Clearstead Advisors, LLC held 16,048 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,048 shares
    Change vs previous 13F +2,254 shares

    0.01% of the 13F portfolio, value $1,470,640.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 13,794 shares
    Change vs previous 13F +836 shares

    0.01% of the 13F portfolio, value $1,264,083.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 12,958 shares
    Change vs previous 13F +75 shares

    0.01% of the 13F portfolio, value $1,184,102.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 12,883 shares
    Change vs previous 13F -13,537 shares

    0.02% of the 13F portfolio, value $1,182,016.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 26,420 shares
    Change vs previous 13F +2,215 shares

    0.03% of the 13F portfolio, value $2,423,507.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 24,205 shares
    Change vs previous 13F -213,347 shares

    0.03% of the 13F portfolio, value $2,220,325.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 237,552 shares
    Change vs previous 13F +182,715 shares

    0.33% of the 13F portfolio, value $21,719,379.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 54,837 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,034,608.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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