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Disclosery

Clearstead Trust, LLC: BIL position timeline

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

Clearstead Trust, LLC held 139,027 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 139,027 shares
    Change vs previous 13F -5,816 shares

    1.67% of the 13F portfolio, value $12,740,435.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 144,843 shares
    Change vs previous 13F -7,105 shares

    2.16% of the 13F portfolio, value $13,273,413.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 151,948 shares
    Change vs previous 13F +283 shares

    2.19% of the 13F portfolio, value $13,885,009.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 151,665 shares
    Change vs previous 13F -9,785 shares

    2.38% of the 13F portfolio, value $13,915,264.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 161,450 shares
    Change vs previous 13F -10,544 shares

    2.8% of the 13F portfolio, value $14,809,809.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 171,994 shares
    Change vs previous 13F -6,313 shares

    3.51% of the 13F portfolio, value $15,777,010.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 178,307 shares
    Change vs previous 13F +22,939 shares

    3.52% of the 13F portfolio, value $16,302,609.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 155,368 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $14,264,336.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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