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Spectrum Planning & Advisory Services Inc.: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Planning & Advisory Services Inc. on BIL, newest first. How the timeline and the estimate are built.

Spectrum Planning & Advisory Services Inc. held 158,068 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,068 shares
    Change vs previous 13F +2,110 shares

    6.48% of the 13F portfolio, value $14,485,369.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services 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 155,958 shares
    Change vs previous 13F -9,150 shares

    7.07% of the 13F portfolio, value $14,291,999.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services 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 165,108 shares
    Change vs previous 13F +101,454 shares

    7.76% of the 13F portfolio, value $15,087,561.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services 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 63,654 shares
    Change vs previous 13F +20,420 shares

    3.3% of the 13F portfolio, value $5,840,264.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services Inc.
    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 43,234 shares
    Change vs previous 13F +21,855 shares

    2.56% of the 13F portfolio, value $3,965,861.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services 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 21,379 shares
    Change vs previous 13F +15,352 shares

    1.63% of the 13F portfolio, value $1,961,068.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services 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 6,027 shares
    Change vs previous 13F +6,027 shares

    0.48% of the 13F portfolio, value $551,049.

    13F-HR 0001951757-25-000096 filed by Spectrum Planning & Advisory Services Inc.
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001951757-24-001186 filed by Spectrum Planning & Advisory Services 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.