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Disclosery

Plan Group Financial, LLC: BIL position timeline

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

Plan Group Financial, LLC held 66,584 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,584 shares
    Change vs previous 13F +51,073 shares

    1.26% of the 13F portfolio, value $6,101,790.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 15,511 shares
    Change vs previous 13F +343 shares

    0.33% of the 13F portfolio, value $1,421,441.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 15,168 shares
    Change vs previous 13F +1,510 shares

    0.36% of the 13F portfolio, value $1,386,065.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 13,658 shares
    Change vs previous 13F +4,917 shares

    0.34% of the 13F portfolio, value $1,253,101.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 8,741 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $801,850.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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