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Dean, Jacobson Financial Services, LLC: BIL position timeline

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

Dean, Jacobson Financial Services, LLC held 48,252 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,252 shares
    Change vs previous 13F +153 shares

    2.43% of the 13F portfolio, value $4,421,785.

    13F-HR 0001869456-26-000004 filed by Dean, Jacobson Financial Services, 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 48,099 shares
    Change vs previous 13F -225,149 shares

    2.71% of the 13F portfolio, value $4,407,775.

    13F-HR 0001869456-26-000002 filed by Dean, Jacobson Financial Services, 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 273,248 shares
    Change vs previous 13F +6,453 shares

    15.84% of the 13F portfolio, value $24,969,448.

    13F-HR 0001869456-26-000001 filed by Dean, Jacobson Financial Services, 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 266,795 shares
    Change vs previous 13F -249,127 shares

    17.79% of the 13F portfolio, value $24,478,519.

    13F-HR 0001869456-25-000006 filed by Dean, Jacobson Financial Services, 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 515,922 shares
    Change vs previous 13F +247,625 shares

    36.6% of the 13F portfolio, value $47,325,515.

    13F-HR 0001085146-25-005126 filed by Dean, Jacobson Financial Services, 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 268,297 shares
    Change vs previous 13F not available

    18.93% of the 13F portfolio, value $24,610,882.

    13F-HR 0001085146-25-002378 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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