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Disclosery

Simplicity Wealth,LLC: BIL position timeline

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

Simplicity Wealth,LLC held 59,139 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,139 shares
    Change vs previous 13F -29,404 shares

    0.18% of the 13F portfolio, value $5,419,446.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 88,543 shares
    Change vs previous 13F +121 shares

    0.46% of the 13F portfolio, value $8,114,114.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 88,422 shares
    Change vs previous 13F +1,225 shares

    0.48% of the 13F portfolio, value $8,079,985.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 87,197 shares
    Change vs previous 13F +65,504 shares

    0.46% of the 13F portfolio, value $8,000,356.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 21,693 shares
    Change vs previous 13F -88,889 shares

    0.08% of the 13F portfolio, value $1,989,909.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 110,582 shares
    Change vs previous 13F +95,873 shares

    0.79% of the 13F portfolio, value $10,143,717.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 14,709 shares
    Change vs previous 13F +1,645 shares

    0.28% of the 13F portfolio, value $1,344,823.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 13,064 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,199,422.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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