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Disclosery

Fiduciary Alliance LLC: BIL position timeline

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

Fiduciary Alliance LLC held 123,150 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,150 shares
    Change vs previous 13F -38,062 shares

    0.76% of the 13F portfolio, value $11,285,452.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 161,212 shares
    Change vs previous 13F +1,215 shares

    0.89% of the 13F portfolio, value $14,752,527.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 159,997 shares
    Change vs previous 13F +9,541 shares

    0.96% of the 13F portfolio, value $14,620,496.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 150,456 shares
    Change vs previous 13F +12,093 shares

    0.92% of the 13F portfolio, value $13,804,332.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 138,363 shares
    Change vs previous 13F +26,751 shares

    0.95% of the 13F portfolio, value $12,692,046.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 111,612 shares
    Change vs previous 13F +42,498 shares

    1.01% of the 13F portfolio, value $10,238,141.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 69,114 shares
    Change vs previous 13F +61,440 shares

    0.64% of the 13F portfolio, value $6,319,131.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 7,674 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $704,506.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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