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TRUE Private Wealth Advisors: BIL position timeline

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

TRUE Private Wealth Advisors held 3,247 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,247 shares
    Change vs previous 13F +118 shares

    0.03% of the 13F portfolio, value $297,539.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth 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 3,129 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $286,784.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth 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 3,119 shares
    Change vs previous 13F -6,616 shares

    0.03% of the 13F portfolio, value $285,041.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth 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 9,735 shares
    Change vs previous 13F -6,948 shares

    0.09% of the 13F portfolio, value $893,237.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth 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 16,683 shares
    Change vs previous 13F +2,856 shares

    0.17% of the 13F portfolio, value $1,530,315.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth 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 13,827 shares
    Change vs previous 13F +8,685 shares

    0.15% of the 13F portfolio, value $1,268,332.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth 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 5,142 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $470,151.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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