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Delta Investment Management, LLC: BIL position timeline

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

Delta Investment Management, LLC held 72,597 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,597 shares
    Change vs previous 13F -5,979 shares

    1.09% of the 13F portfolio, value $6,652,781.

    13F-HR 0001757043-26-000004 filed by Delta Investment Management, 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 78,576 shares
    Change vs previous 13F +5,079 shares

    1.29% of the 13F portfolio, value $7,200,659.

    13F-HR 0001757043-26-000003 filed by Delta Investment Management, 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 73,497 shares
    Change vs previous 13F -5,281 shares

    1.17% of the 13F portfolio, value $6,716,163.

    13F-HR 0001757043-26-000002 filed by Delta Investment Management, 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 78,778 shares
    Change vs previous 13F +48,235 shares

    1.3% of the 13F portfolio, value $7,227,851.

    13F-HR 0001757043-25-000003 filed by Delta Investment Management, 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 30,543 shares
    Change vs previous 13F -103,042 shares

    0.54% of the 13F portfolio, value $2,801,679.

    13F-HR 0001095449-25-000056 filed by Delta Investment Management, 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 133,585 shares
    Change vs previous 13F -557,635 shares

    2.47% of the 13F portfolio, value $12,253,751.

    13F-HR 0001095449-25-000035 filed by Delta Investment Management, 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 691,220 shares
    Change vs previous 13F +554,139 shares

    12.31% of the 13F portfolio, value $63,198,225.

    13F-HR 0001095449-25-000007 filed by Delta Investment Management, 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 137,081 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $12,585,452.

    13F-HR 0001095449-24-000086 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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