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Disclosery

North Capital, Inc.: BIL position timeline

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

North Capital, Inc. held 374,163 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 374,163 shares
    Change vs previous 13F +3,879 shares

    25.9% of the 13F portfolio, value $34,288,297.

    13F-HR 0002065938-26-000004 filed by North Capital, Inc.
    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 370,284 shares
    Change vs previous 13F +14,501 shares

    28.74% of the 13F portfolio, value $33,932,826.

    13F-HR 0002065938-26-000003 filed by North Capital, Inc.
    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/A 355,783 shares
    Change vs previous 13F +21,770 shares

    28.02% of the 13F portfolio, value $32,511,451.

    13F-HR/A 0002065938-26-000002 filed by North Capital, Inc.
    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 334,013 shares
    Change vs previous 13F +41,171 shares

    23.71% of the 13F portfolio, value $30,645,693.

    13F-HR 0002065938-25-000005 filed by North Capital, Inc.
    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 292,842 shares
    Change vs previous 13F +14,884 shares

    23.17% of the 13F portfolio, value $26,862,397.

    13F-HR 0002065938-25-000002 filed by North Capital, Inc.
    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 277,958 shares
    Change vs previous 13F not available

    24.06% of the 13F portfolio, value $25,497,087.

    13F-HR 0002065938-25-000001 filed by North Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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