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Lowe Wealth Advisors, LLC: BIL position timeline

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

Lowe Wealth Advisors, LLC held 3,655 BIL shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,655 shares
    Change vs previous 13F -164 shares

    0.12% of the 13F portfolio, value $335,346.

    13F-HR 0001574010-25-000006 filed by Lowe 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 ended2025-06-30
    13F 3,819 shares
    Change vs previous 13F +438 shares

    0.14% of the 13F portfolio, value $350,317.

    13F-HR 0001574010-25-000003 filed by Lowe 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 ended2025-03-31
    13F 3,381 shares
    Change vs previous 13F +729 shares

    0.13% of the 13F portfolio, value $310,139.

    13F-HR 0001574010-25-000002 filed by Lowe Wealth 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 ended2024-12-31
    13F 2,652 shares
    Change vs previous 13F +1,821 shares

    0.1% of the 13F portfolio, value $242,472.

    13F-HR 0001574010-25-000001 filed by Lowe Wealth 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 ended2024-09-30
    13F 831 shares
    Change vs previous 13F +73 shares

    0.03% of the 13F portfolio, value $76,294.

    13F-HR 0001574010-24-000005 filed by Lowe Wealth 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 ended2024-06-30
    13F 758 shares
    Change vs previous 13F +378 shares

    0.03% of the 13F portfolio, value $69,569.

    13F-HR 0001574010-24-000003 filed by Lowe Wealth 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 ended2024-03-31
    13F 380 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $34,884.

    13F-HR 0001574010-24-000002 filed by Lowe Wealth 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 ended2023-12-31
    13F 380 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $34,728.

    13F-HR 0001574010-24-000001 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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