EP Wealth Advisors, LLC
Position in BIL — State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF
CIK 1540569
TORRANCE, CA
All Filings in BIL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,425,104 | 462,954 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $36,931,011 | 403,001 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $47,603,497 | 520,940 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $42,281,567 | 460,935 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $52,324,810 | 570,422 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $52,299,788 | 572,020 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $53,595,464 | 583,765 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $40,983,808 | 446,544 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $43,632,264 | 475,297 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $43,023,396 | 470,767 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $33,609,609 | 366,038 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $463,691 | 5,050 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,434,505 | 102,750 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,258,668 | 24,693 | Shares | Sole | 2023-06-12 | |
| No filing history on record for this holder in this stock. | ||||||