Ascent Wealth Partners, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1546865
NEW HARTFORD, NY
Position in BIL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,517,558
-$95,755 QoQ
Shares Held
16,560
-6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,517,558 | 16,560 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,613,313 | 17,655 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,795,547 | 19,570 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,850,194 | 20,170 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,231,790 | 24,330 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,364,592 | 14,925 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $876,040 | 9,545 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $625,617 | 6,815 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $772,245 | 8,450 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $480,218 | 5,230 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||