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Disclosery

Synergy Asset Management, LLC: BIL position timeline

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

Synergy Asset Management, LLC held 183,691 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,691 shares
    Change vs previous 13F -861,302 shares

    1.59% of the 13F portfolio, value $16,833,443.

    13F-HR 0001699080-26-000007 filed by Synergy 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 1,044,993 shares
    Change vs previous 13F +468,505 shares

    10.17% of the 13F portfolio, value $95,763,159.

    13F-HR 0001699080-26-000005 filed by Synergy 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 576,488 shares
    Change vs previous 13F -1,303,047 shares

    5.48% of the 13F portfolio, value $52,679,473.

    13F-HR 0001699080-26-000002 filed by Synergy 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 1,879,535 shares
    Change vs previous 13F +1,241,735 shares

    6.24% of the 13F portfolio, value $172,421,824.

    13F-HR 0001699080-25-000007 filed by Synergy 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 637,800 shares
    Change vs previous 13F +104,467 shares

    6.69% of the 13F portfolio, value $58,505,394.

    13F-HR 0001699080-25-000006 filed by Synergy 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 533,333 shares
    Change vs previous 13F -1,114,633 shares

    6.17% of the 13F portfolio, value $48,922,636.

    13F-HR 0001699080-25-000004 filed by Synergy 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 1,647,966 shares
    Change vs previous 13F +934,254 shares

    11.68% of the 13F portfolio, value $150,963,409.

    13F-HR 0001699080-25-000002 filed by Synergy 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 713,712 shares
    Change vs previous 13F not available

    9.97% of the 13F portfolio, value $65,525,881.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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