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HighRoad Wealth Advisors, LLC: BIL position timeline

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

HighRoad Wealth Advisors, LLC held 136,787 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,787 shares
    Change vs previous 13F +19,470 shares

    10.57% of the 13F portfolio, value $12,535,173.

    13F-HR 0002079807-26-000003 filed by HighRoad Wealth 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 117,317 shares
    Change vs previous 13F +14,781 shares

    10.5% of the 13F portfolio, value $10,750,956.

    13F-HR 0002079807-26-000002 filed by HighRoad Wealth 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 102,536 shares
    Change vs previous 13F not available

    8.95% of the 13F portfolio, value $9,369,702.

    13F-HR 0002079807-26-000001 filed by HighRoad Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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