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West Financial Advisors, LLC: BIL position timeline

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

West Financial Advisors, LLC held 32,615 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,615 shares
    Change vs previous 13F -46,350 shares

    0.45% of the 13F portfolio, value $2,988,839.

    13F-HR 0001843684-26-000003 filed by West Financial Advisors, 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 78,965 shares
    Change vs previous 13F -188 shares

    1.23% of the 13F portfolio, value $7,236,353.

    13F-HR 0001843684-26-000002 filed by West Financial Advisors, 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 79,153 shares
    Change vs previous 13F -4,590 shares

    1.22% of the 13F portfolio, value $7,233,002.

    13F-HR 0001843684-26-000001 filed by West Financial Advisors, 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 83,743 shares
    Change vs previous 13F +3,406 shares

    1.27% of the 13F portfolio, value $7,683,421.

    13F-HR 0001843684-25-000007 filed by West Financial Advisors, 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 80,337 shares
    Change vs previous 13F -634 shares

    1.28% of the 13F portfolio, value $7,369,314.

    13F-HR 0001843684-25-000005 filed by West Financial Advisors, 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 80,971 shares
    Change vs previous 13F +5,761 shares

    1.41% of the 13F portfolio, value $7,427,470.

    13F-HR 0001843684-25-000003 filed by West Financial Advisors, 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 75,210 shares
    Change vs previous 13F -6,480 shares

    1.33% of the 13F portfolio, value $6,876,451.

    13F-HR 0001843684-25-000001 filed by West Financial Advisors, 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 81,690 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $7,499,959.

    13F-HR 0001843684-24-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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