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Focus Partners Wealth: BIL position timeline

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

Focus Partners Wealth held 638,969 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 638,969 shares
    Change vs previous 13F +51,241 shares

    0.05% of the 13F portfolio, value $58,555,154.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 636,167 shares
    • Focus Partners Advisor Solutions, LLC: 2,802 shares

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

  2. period ended2026-03-31
    13F 587,728 shares
    Change vs previous 13F +97,221 shares

    0.05% of the 13F portfolio, value $53,859,525.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 576,184 shares
    • Focus Partners Advisor Solutions, LLC: 11,544 shares

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

  3. period ended2025-12-31
    13F 490,507 shares
    Change vs previous 13F +288,101 shares

    0.05% of the 13F portfolio, value $44,822,581.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 202,406 shares
    Change vs previous 13F +27,751 shares

    0.03% of the 13F portfolio, value $18,570,762.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 174,655 shares
    Change vs previous 13F +11,675 shares

    0.03% of the 13F portfolio, value $16,021,134.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 162,980 shares
    Change vs previous 13F -8,466 shares

    0.04% of the 13F portfolio, value $14,950,209.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 171,446 shares
    Change vs previous 13F +111,150 shares

    0.04% of the 13F portfolio, value $15,675,376.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 171,446 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 60,296 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,616,033.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 57,754 shares
    • Focus Partners Advisor Solutions, LLC: 2,542 shares

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