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Disclosery

Realta Investment Advisors: BIL position timeline

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

Realta Investment Advisors held 10,519 BIL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,519 shares
    Change vs previous 13F +3,552 shares

    0.28% of the 13F portfolio, value $963,992.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,967 shares
    Change vs previous 13F -791 shares

    0.2% of the 13F portfolio, value $638,418.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,758 shares
    Change vs previous 13F +258 shares

    0.25% of the 13F portfolio, value $710,896.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,500 shares
    Change vs previous 13F -4,530 shares

    0.23% of the 13F portfolio, value $685,331.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,030 shares
    Change vs previous 13F -2,407 shares

    0.37% of the 13F portfolio, value $1,103,720.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,437 shares
    Change vs previous 13F +5,803 shares

    0.52% of the 13F portfolio, value $1,324,303.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,634 shares
    Change vs previous 13F +260 shares

    0.36% of the 13F portfolio, value $791,980.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,374 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $766,034.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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