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Disclosery

SoundView Advisors Inc.: BILS position timeline

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

SoundView Advisors Inc. held 245,844 BILS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,844 shares
    Change vs previous 13F -11,439 shares

    7.96% of the 13F portfolio, value $24,432,000.

    13F-HR 0002054083-26-000003 filed by SoundView Advisors Inc.
    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 257,283 shares
    Change vs previous 13F -18,852 shares

    9.11% of the 13F portfolio, value $25,584,000.

    13F-HR 0002054083-26-000002 filed by SoundView Advisors Inc.
    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 276,135 shares
    Change vs previous 13F +276,135 shares

    9.56% of the 13F portfolio, value $27,398,000.

    13F-HR 0002054083-26-000001 filed by SoundView Advisors Inc.
    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 0 shares
    Change vs previous 13F -274,348 shares

    13F-HR 0002054083-25-000002 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 274,348 shares
    Change vs previous 13F +6,323 shares

    10.05% of the 13F portfolio, value $27,278,000.

    13F-HR 0001908380-25-000007 filed by SoundView Advisors Inc.
    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 268,025 shares
    Change vs previous 13F +10,727 shares

    11% of the 13F portfolio, value $26,665,000.

    13F-HR 0001842974-25-000008 filed by SoundView Advisors Inc.
    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 257,298 shares
    Change vs previous 13F not available

    10.52% of the 13F portfolio, value $25,511,000.

    13F-HR 0001800586-25-000002 filed by SoundView Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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