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Disclosery

DBK Financial Counsel, LLC: BILS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DBK Financial Counsel, LLC on BILS, newest first. How the timeline and the estimate are built.

DBK Financial Counsel, LLC held 149,292 BILS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 149,292 shares
    Change vs previous 13F +17,122 shares

    11.91% of the 13F portfolio, value $14,830,683.

    13F-HR 0001904822-26-000004 filed by DBK Financial Counsel, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 132,170 shares
    Change vs previous 13F -40,050 shares

    11.02% of the 13F portfolio, value $13,135,081.

    13F-HR 0001904822-26-000003 filed by DBK Financial Counsel, 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 172,220 shares
    Change vs previous 13F +19,471 shares

    12.97% of the 13F portfolio, value $17,125,557.

    13F-HR 0001904822-26-000002 filed by DBK Financial Counsel, 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 152,749 shares
    Change vs previous 13F +40,449 shares

    11.64% of the 13F portfolio, value $15,155,780.

    13F-HR 0001904822-26-000001 filed by DBK Financial Counsel, 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 112,300 shares
    Change vs previous 13F -14,232 shares

    9.4% of the 13F portfolio, value $11,176,105.

    13F-HR 0001904822-25-000005 filed by DBK Financial Counsel, 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 126,532 shares
    Change vs previous 13F +16,927 shares

    11.37% of the 13F portfolio, value $12,581,059.

    13F-HR 0001904822-25-000004 filed by DBK Financial Counsel, 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 109,605 shares
    Change vs previous 13F +102,690 shares

    10.93% of the 13F portfolio, value $10,904,640.

    13F-HR 0001904822-25-000003 filed by DBK Financial Counsel, 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 6,915 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $685,622.

    13F-HR 0001904822-25-000001 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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