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Disclosery

Concord Wealth Partners: BIL position timeline

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

Concord Wealth Partners held 94,800 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,800 shares
    Change vs previous 13F +5,494 shares

    0.57% of the 13F portfolio, value $8,687,416.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 48,409 shares
    • Concord Asset Management, LLC/VA: 46,391 shares

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

  2. period ended2026-03-31
    13F 89,306 shares
    Change vs previous 13F +1,077 shares

    0.6% of the 13F portfolio, value $8,184,048.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 45,846 shares
    • Concord Asset Management, LLC/VA: 43,460 shares

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

  3. period ended2025-12-31
    13F 88,229 shares
    Change vs previous 13F +18,715 shares

    0.6% of the 13F portfolio, value $8,062,404.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 45,019 shares
    • Concord Asset Management, LLC/VA: 43,210 shares

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

  4. period ended2025-09-30
    13F 69,514 shares
    Change vs previous 13F +9,632 shares

    0.5% of the 13F portfolio, value $6,377,942.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 35,765 shares
    • Concord Asset Management, LLC/VA: 33,749 shares

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

  5. period ended2025-06-30
    13F 59,882 shares
    Change vs previous 13F +21,116 shares

    0.41% of the 13F portfolio, value $5,493,054.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,941 shares
    • Concord Asset Management, LLC/VA: 29,941 shares

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

  6. period ended2025-03-31
    13F 38,766 shares
    Change vs previous 13F -30,006 shares

    0.33% of the 13F portfolio, value $3,554,672.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 19,652 shares
    • Concord Asset Management, LLC/VA: 19,114 shares

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

  7. period ended2024-12-31
    13F 68,772 shares
    Change vs previous 13F -195,212 shares

    0.59% of the 13F portfolio, value $6,287,784.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 35,712 shares
    • Concord Asset Management, LLC/VA: 33,060 shares

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

  8. period ended2024-09-30
    13F 263,984 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $24,236,366.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 132,231 shares
    • Concord Asset Management, LLC/VA: 131,753 shares

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