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Disclosery

Souders Financial Advisors: BIL position timeline

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

Souders Financial Advisors held 12,762 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,762 shares
    Change vs previous 13F +3,023 shares

    0.12% of the 13F portfolio, value $1,169,527.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 9,739 shares
    Change vs previous 13F -5,366 shares

    0.1% of the 13F portfolio, value $892,494.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 15,105 shares
    Change vs previous 13F +311 shares

    0.16% of the 13F portfolio, value $1,380,277.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,794 shares
    Change vs previous 13F +808 shares

    0.16% of the 13F portfolio, value $1,357,367.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,986 shares
    Change vs previous 13F -4,155 shares

    0.16% of the 13F portfolio, value $1,282,922.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,141 shares
    Change vs previous 13F +572 shares

    0.23% of the 13F portfolio, value $1,664,112.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 17,569 shares
    Change vs previous 13F +4,217 shares

    0.22% of the 13F portfolio, value $1,606,343.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,352 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,225,870.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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