BMS Financial Advisors, LLC
- SEC CIK
- 0001928041
- Latest filing
- Jul 31, 2023
BILL holding history
BILL Holdings, Inc. in every 13F filed by BMS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BILL overviewAll 13F holders of BILLFull Q2 2023 holdings
- Shares (Q2 2023)
- 1,725
- Value
- $201.6K
- % of portfolio
- 0.1%
- Quarters held
- 4
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 1,725 | $201.6K | 0.1% | +1,725 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −1,846−100.0% | Sold out | Holders |
| Q3 2022 | 1,846 | $244.0K | 0.2% | −158−7.9% | Reduced | Holders |
| Q2 2022 | 2,004 | $220.0K | 0.1% | +433+27.6% | Added | Holders |
| Q1 2022 | 1,571 | $356.0K | 0.2% | +1,571 | New | Holders |