Position in BILL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$338,963
-$27,529 QoQ
Shares Held
9,374
-2.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#218
of 342 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BILL Over Time
Shares Held
Position Value (USD)
Derivatives in BILL
reported options exposure · as of Mar 31, 2025CallValue
$9,178,000
CallShares
200,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Private Advisory Group LLC holds $2,567,425 across 6 Software - Application names. BILL ranks #2 (13.2% of the industry book) .
All Filings in BILL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,963 | 9,374 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $366,492 | 9,569 | Shares | Other | 2026-05-08 | |
| 2025-03-31 | $9,178,000 | 200,000 | Call | Other | 2025-05-08 | |
| 2024-12-31 | $5,389,588 | 63,624 | Shares | Other | 2025-04-11 | |
| 2024-09-30 | $3,344,456 | 63,390 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $4,359,246 | 53,725 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,304,212 | 30,325 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,755,204 | 28,369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,755,770 | 34,162 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,176,172 | 27,233 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,494,915 | 18,041 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,768,538 | 10,371 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,717,271 | 20,293 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||