Farther Finance Advisors, LLC BILL BILL HOLDINGS INC COM

Ownership history in Farther Finance Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported BILL HOLDINGS INC COM (BILL) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows BILL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BILL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in BILL HOLDINGS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BILL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held BILL — position size vs. price
% of Fund (quarterly)    BILL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,049 +1,700 +487.1% 0.00% $79K 2026-04-07 $38.28
2025 Q4 ADDED 349 +238 +214.4% 0.00% $19K 2026-01-23 $48.45
2025 Q3 ADDED 111 +11 +11.0% 0.00% $6K 2025-10-14 $49.90
2025 Q2 REDUCED 90.5% +17.9% 100 -953 -90.5% 0.00% $5K 2025-07-11 $44.73
2025 Q1 ADDED 1,053 +1,007 +2189.1% 0.00% $48K 2025-04-14 $41.20
2024 Q4 ADDED 46 +2 +4.5% 0.00% $4K 2025-02-10 $64.97
2024 Q3 REDUCED 8.3% +62.1% 44 -4 -8.3% 0.00% $2K 2024-10-29 $56.70
2024 Q2 REDUCED 26.2% +0.3% 48 -17 -26.2% 0.00% $3K 2024-07-31 $49.96
2024 Q1 ADDED 65 +13 +25.0% 0.00% $4K 2024-05-14 $58.71
2023 Q4 ADDED 52 +17 +48.6% 0.00% $4K 2024-02-15 $65.09
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Farther Finance Advisors, LLC and BILL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning BILL?

Farther Finance Advisors, LLC reported BILL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BILL position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for BILL was 0.00% in 2025 Q1.

What is the latest reported BILL position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 2,049 shares, equal to 0.00% of portfolio, with an estimated market value of $79K.

What does the chart on this BILL ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly BILL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their BILL position?

Based on 13F filing dates vs. subsequent BILL price moves, Farther Finance Advisors, LLC correctly timed 2 out of 11 reported position changes (18%). The annualised alpha on BILL relative to SPY over the holding period was -45.0%.

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