True Wealth Design’s BILL Holdings BILL Stock Holding History

True Wealth Design’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	$9.06K	Buy	213 +110	+107%	+$5.07K	﹤0.01%	1122
2026 Q2	$3.72K	Sell	103 -13	-11%	-$479	﹤0.01%	1448
2026 Q1	$4.44K	Buy	+116	New	+$5.19K	﹤0.01%	1247
2025 Q4	–	Sell	-1	Closed	-$53	–	2587
2025 Q3	$53	Hold	1	–	–	﹤0.01%	2563
2025 Q2	$47	Sell	1 -2	-67%	-$88	﹤0.01%	2392
2025 Q1	$138	Buy	+3	New	+$202	﹤0.01%	2093
2024 Q2	–	Sell	-5	Closed	-$344	–	784
2024 Q1	$344	Buy	5 +3	+150%	+$210	﹤0.01%	691
2023 Q4	$164	Hold	2	–	–	﹤0.01%	702
2023 Q3	$218	Buy	2 +1	+100%	+$114	﹤0.01%	621
2023 Q2	$117	Hold	1	–	–	﹤0.01%	711
2023 Q1	$82	Hold	1	–	–	﹤0.01%	804
2022 Q4	$109	Buy	+1	New	+$120	﹤0.01%	730

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

WCM

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

True Wealth Design's BILL Position: Q3 2026 in Review

True Wealth Design increased its BILL Holdings (BILL) stake by 107% in Q3 2026, buying an estimated $5.07K and bringing the position to 213 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

True Wealth Design first reported a position in BILL in Q4 2022 and has held it in 12 quarters since. 37 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

True Wealth Design held 213 shares of BILL Holdings worth $9.06K as of Q3 2026.
True Wealth Design bought 110 BILL Holdings shares in Q3 2026, an estimated $5.07K.
BILL Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1122 holding.
True Wealth Design first reported a position in BILL Holdings in Q4 2022 and has held it in 12 quarters since.
37 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.