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Gradient Capital Advisors, LLC: BILS position timeline

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

Gradient Capital Advisors, LLC held 26,335 BILS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,335 shares
    Change vs previous 13F +4,242 shares

    0.61% of the 13F portfolio, value $2,617,172.

    13F-HR 0001727917-26-000006 filed by Gradient Capital Advisors, 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 22,093 shares
    Change vs previous 13F -6,714 shares

    0.57% of the 13F portfolio, value $2,196,928.

    13F-HR 0001727917-26-000004 filed by Gradient Capital Advisors, 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 28,807 shares
    Change vs previous 13F -2,329 shares

    0.74% of the 13F portfolio, value $2,858,231.

    13F-HR 0001727917-26-000002 filed by Gradient Capital Advisors, 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 31,136 shares
    Change vs previous 13F +4,752 shares

    0.83% of the 13F portfolio, value $3,098,655.

    13F-HR 0001727917-25-000011 filed by Gradient Capital Advisors, 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 26,384 shares
    Change vs previous 13F +11,780 shares

    0.77% of the 13F portfolio, value $2,623,361.

    13F-HR 0001727917-25-000009 filed by Gradient Capital Advisors, 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 14,604 shares
    Change vs previous 13F -3,333 shares

    0.47% of the 13F portfolio, value $1,452,952.

    13F-HR 0001727917-25-000005 filed by Gradient Capital Advisors, 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 17,937 shares
    Change vs previous 13F +14,804 shares

    0.57% of the 13F portfolio, value $1,778,454.

    13F-HR 0001727917-25-000002 filed by Gradient Capital Advisors, 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 3,133 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $311,984.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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