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Disclosery

Pearl Planning LLC: BIL position timeline

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

Pearl Planning LLC held 32,596 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 32,596 shares
    Change vs previous 13F -1,113 shares

    1.37% of the 13F portfolio, value $2,987,092.

    13F-HR 0002100519-26-000004 filed by Pearl Planning 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 33,709 shares
    Change vs previous 13F -855 shares

    1.65% of the 13F portfolio, value $3,089,053.

    13F-HR 0002100519-26-000003 filed by Pearl Planning 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 34,564 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $3,158,451.

    13F-HR 0002100519-26-000001 filed by Pearl Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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