Cedar Mountain Advisors
BILL icon

Cedar Mountain Advisors’s BILL Holdings BILL Stock Holding History

Cedar Mountain Advisors’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.3K Hold
148
– – ﹤0.01% 587
2026
Q2 		$5.35K Hold
148
– – ﹤0.01% 665
2026
Q1 		$5.67K Buy
+148
New +$6.62K ﹤0.01% 614

Other funds holding BILL

CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Washington Capital Management
Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cedar Mountain Advisors's BILL Position: Q3 2026 in Review

Cedar Mountain Advisors held its BILL Holdings (BILL) position steady in Q3 2026 at 148 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Cedar Mountain Advisors first reported a position in BILL in Q1 2026 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • Cedar Mountain Advisors held 148 shares of BILL Holdings worth $6.3K as of Q3 2026.
  • Cedar Mountain Advisors left its BILL Holdings share count unchanged in Q3 2026.
  • BILL Holdings made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #587 holding.
  • Cedar Mountain Advisors first reported a position in BILL Holdings in Q1 2026 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.