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St. Louis Financial Planners Asset Management, LLC: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of St. Louis Financial Planners Asset Management, LLC on BIL, newest first. How the timeline and the estimate are built.

St. Louis Financial Planners Asset Management, LLC held 179,680 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,680 shares
    Change vs previous 13F -381,667 shares

    8.76% of the 13F portfolio, value $16,429,997.

    13F-HR 0001214659-26-008274 filed by St. Louis Financial Planners Asset Management, 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 561,347 shares
    Change vs previous 13F +408,873 shares

    29.16% of the 13F portfolio, value $51,441,897.

    13F-HR 0001214659-26-004383 filed by St. Louis Financial Planners Asset Management, 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 152,474 shares
    Change vs previous 13F -247,867 shares

    8.56% of the 13F portfolio, value $13,933,150.

    13F-HR 0001214659-26-000216 filed by St. Louis Financial Planners Asset Management, 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 400,341 shares
    Change vs previous 13F +99,351 shares

    23.68% of the 13F portfolio, value $36,731,367.

    13F-HR 0001214659-25-014504 filed by St. Louis Financial Planners Asset Management, 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 300,990 shares
    Change vs previous 13F -318,165 shares

    21.05% of the 13F portfolio, value $27,609,844.

    13F-HR 0001214659-25-010185 filed by St. Louis Financial Planners Asset Management, 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 619,155 shares
    Change vs previous 13F +102,595 shares

    42.45% of the 13F portfolio, value $56,795,131.

    13F-HR 0001214659-25-005554 filed by St. Louis Financial Planners Asset Management, 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 516,560 shares
    Change vs previous 13F +72,861 shares

    34.12% of the 13F portfolio, value $47,229,142.

    13F-HR 0001214659-25-000553 filed by St. Louis Financial Planners Asset Management, 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 443,699 shares
    Change vs previous 13F not available

    32.24% of the 13F portfolio, value $40,602,956.

    13F-HR 0001214659-24-017297 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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