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Hershey Financial Advisers, LLC: BILS position timeline

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

Hershey Financial Advisers, LLC held 22,747 BILS 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 22,747 shares
    Change vs previous 13F -1,810 shares

    1.62% of the 13F portfolio, value $2,260,606.

    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 24,557 shares
    Change vs previous 13F -10,007 shares

    2.11% of the 13F portfolio, value $2,441,956.

    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 34,564 shares
    Change vs previous 13F -11,247 shares

    2.9% of the 13F portfolio, value $3,429,447.

    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 45,811 shares
    Change vs previous 13F -768 shares

    3.91% of the 13F portfolio, value $4,559,116.

    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 46,579 shares
    Change vs previous 13F -15,755 shares

    4.15% of the 13F portfolio, value $4,631,355.

    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 62,334 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $6,180,449.

    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).