Back to BILL
Creative Planning BILL Position History
BILL Holdings, Inc. • Technology
Quarters held
8
Latest value
$354K
Q3 2026
Peak value
$819K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $689 |
| Q3 2025 | $260K |
| Q4 2025 | $382K |
| Q1 2026 | $819K |
| Q2 2026 | $66K |
| Q2 2026 | $226K |
| Q3 2026 | $77K |
| Q3 2026 | $354K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $354K | 8.3K | — | — |
| Q3 2026 | $77K | 1.8K | — | — |
| Q2 2026 | $226K | 6.3K | — | — |
| Q2 2026 | $66K | 1.8K | — | — |
| Q1 2026 | $819K | 21.4K | — | — |
| Q4 2025 | $382K | 7.0K | — | — |
| Q3 2025 | $260K | 4.9K | — | — |
| Q3 2025 | $689 | 13 | — | — |
Other funds holding BILL
$383.1M
$372.1M
$269.1M
$254.1M
$133.9M