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Proficio Capital Partners LLC: BILS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Proficio Capital Partners LLC on BILS, newest first. How the timeline and the estimate are built.

Proficio Capital Partners LLC held 529,889 BILS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 529,889 shares
    Change vs previous 13F +240,947 shares

    1.89% of the 13F portfolio, value $52,660,381.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 288,942 shares
    Change vs previous 13F +180,357 shares

    1.54% of the 13F portfolio, value $28,782,641.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 108,585 shares
    Change vs previous 13F +36,613 shares

    0.76% of the 13F portfolio, value $10,773,804.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 71,972 shares
    Change vs previous 13F -92,127 shares

    0.49% of the 13F portfolio, value $7,162,653.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 164,099 shares
    Change vs previous 13F -445,393 shares

    1.02% of the 13F portfolio, value $16,316,364.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 609,492 shares
    Change vs previous 13F -31,712 shares

    4.68% of the 13F portfolio, value $60,491,438.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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/A 641,204 shares
    Change vs previous 13F +101,756 shares

    5.16% of the 13F portfolio, value $63,575,377.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners 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 539,448 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $53,718,232.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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