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Hershey Financial Advisers, LLC: BIL position timeline

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

Hershey Financial Advisers, LLC held 44,456 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,456 shares
    Change vs previous 13F -17,170 shares

    2.93% of the 13F portfolio, value $4,073,952.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, 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 61,626 shares
    Change vs previous 13F +14,285 shares

    4.88% of the 13F portfolio, value $5,647,362.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, 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 47,341 shares
    Change vs previous 13F -9,554 shares

    3.66% of the 13F portfolio, value $4,325,977.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, 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 56,895 shares
    Change vs previous 13F -4,120 shares

    4.47% of the 13F portfolio, value $5,220,129.

    13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, 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 61,015 shares
    Change vs previous 13F -45,069 shares

    5.01% of the 13F portfolio, value $5,596,900.

    13F-HR 0002034214-25-000003 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 106,084 shares
    Change vs previous 13F not available

    8.54% of the 13F portfolio, value $9,699,238.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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