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Disclosery

Norris Financial Group, LLC: BIL position timeline

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

Norris Financial Group, LLC held 108,986 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,986 shares
    Change vs previous 13F -2,128 shares

    3.97% of the 13F portfolio, value $9,987,467.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 111,114 shares
    Change vs previous 13F -127 shares

    3.32% of the 13F portfolio, value $10,182,456.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 111,241 shares
    Change vs previous 13F +719 shares

    3.45% of the 13F portfolio, value $10,165,192.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 110,522 shares
    Change vs previous 13F -15,722 shares

    3.7% of the 13F portfolio, value $10,140,394.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 126,244 shares
    Change vs previous 13F -29,475 shares

    4.74% of the 13F portfolio, value $11,580,362.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 155,719 shares
    Change vs previous 13F +12,812 shares

    6.67% of the 13F portfolio, value $14,284,104.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 142,907 shares
    Change vs previous 13F +22,071 shares

    6.14% of the 13F portfolio, value $13,065,987.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 120,836 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $11,093,953.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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