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SkyOak Wealth, LLC: BIL position timeline

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

SkyOak Wealth, LLC held 17,222 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,222 shares
    Change vs previous 13F -3,087 shares

    0.26% of the 13F portfolio, value $1,578,221.

    13F-HR 0001800379-26-000003 filed by SkyOak 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 20,309 shares
    Change vs previous 13F -9,293 shares

    0.34% of the 13F portfolio, value $1,861,117.

    13F-HR 0001800379-26-000002 filed by SkyOak 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 29,602 shares
    Change vs previous 13F -7,160 shares

    0.49% of the 13F portfolio, value $2,705,031.

    13F-HR 0001800379-26-000001 filed by SkyOak 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 36,762 shares
    Change vs previous 13F +12,219 shares

    0.64% of the 13F portfolio, value $3,372,914.

    13F-HR 0001800379-25-000006 filed by SkyOak 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 24,543 shares
    Change vs previous 13F +9,613 shares

    0.45% of the 13F portfolio, value $2,251,329.

    13F-HR 0001800379-25-000004 filed by SkyOak 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 14,930 shares
    Change vs previous 13F -7,693 shares

    0.3% of the 13F portfolio, value $1,369,529.

    13F-HR 0001800379-25-000002 filed by SkyOak 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 22,623 shares
    Change vs previous 13F +229 shares

    0.44% of the 13F portfolio, value $2,068,421.

    13F-HR 0001800379-25-000001 filed by SkyOak 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 22,394 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,055,993.

    13F-HR 0001800379-24-000006 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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