Inlight Wealth Management’s BILL Holdings BILL Stock Holding History

Inlight Wealth Management’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	$2.81M	Buy	66,011 +2,880	+5%	+$133K	0.8%	25
2026 Q2	$2.28M	Buy	63,131 +4,112	+7%	+$151K	0.73%	27
2026 Q1	$2.26M	Buy	59,019 +818	+1%	+$36.6K	0.84%	23
2025 Q4	$3.17M	Buy	58,201 +17,320	+42%	+$890K	1.16%	23
2025 Q3	$2.17M	Buy	40,881 +334	+0.8%	+$15.5K	1.02%	27
2025 Q2	$1.88M	Buy	+40,547	New	+$1.79M	0.97%	26

Other funds holding BILL

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Inlight Wealth Management's BILL Position: Q3 2026 in Review

Inlight Wealth Management increased its BILL Holdings (BILL) stake by 4.6% in Q3 2026, buying an estimated $133K and bringing the position to 66,011 shares worth $2.81M. The position accounts for 0.8% of the portfolio, ranked #25.

Inlight Wealth Management first reported a position in BILL in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.17M in Q4 2025. 42 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

Inlight Wealth Management held 66,011 shares of BILL Holdings worth $2.81M as of Q3 2026.
Inlight Wealth Management bought 2,880 BILL Holdings shares in Q3 2026, an estimated $133K.
BILL Holdings made up 0.8% of Inlight Wealth Management's portfolio in Q3 2026, its #25 holding.
Inlight Wealth Management first reported a position in BILL Holdings in Q2 2025 and has held it in 6 quarters since.
Inlight Wealth Management's BILL Holdings position peaked at $3.17M in Q4 2025.
42 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Inlight Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.