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Disclosery

Matrix Trust Co: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Matrix Trust Co on BIL, newest first. How the timeline and the estimate are built.

Matrix Trust Co held 68,555 BIL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,555 shares
    Change vs previous 13F -15,809 shares

    0.91% of the 13F portfolio, value $6,282,000.

    13F-HR 0001784277-26-000008 filed by Matrix Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 84,364 shares
    Change vs previous 13F -6,100 shares

    1.12% of the 13F portfolio, value $7,731,000.

    13F-HR 0001784277-26-000006 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 90,464 shares
    Change vs previous 13F +46,268 shares

    1.38% of the 13F portfolio, value $8,290,000.

    13F-HR 0001784277-26-000004 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 44,196 shares
    Change vs previous 13F +18,254 shares

    0.67% of the 13F portfolio, value $4,039,000.

    13F-HR 0001784277-26-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,942 shares
    Change vs previous 13F -16,256 shares

    0.37% of the 13F portfolio, value $2,380,000.

    13F-HR 0001784277-25-000009 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 42,198 shares
    Change vs previous 13F +18,597 shares

    0.62% of the 13F portfolio, value $3,871,000.

    13F-HR 0001784277-25-000005 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 23,601 shares
    Change vs previous 13F +18,134 shares

    0.37% of the 13F portfolio, value $2,165,000.

    13F-HR 0001784277-25-000003 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,467 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $500,000.

    13F-HR 0001784277-25-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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