BEACON FINANCIAL GROUP
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1591379
DALLAS, TX
Position in BIL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$22,879,392
-$1,167,894 QoQ
Shares Held
249,666
-5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,879,392 | 249,666 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $24,047,286 | 263,157 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $20,948,543 | 228,322 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $22,757,387 | 248,091 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $25,452,047 | 277,467 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $25,106,586 | 274,599 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $23,678,900 | 257,912 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,758,939 | 269,764 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $24,693,832 | 268,996 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $26,720,882 | 292,383 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $26,488,233 | 288,480 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $26,394,485 | 287,459 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $25,709,140 | 279,995 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $30,942,380 | 338,279 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $19,395,750 | 211,744 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $5,397,910 | 59,000 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $5,200,538 | 56,880 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,230,099 | 13,454 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $2,384,545 | 26,072 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,492,374 | 27,248 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,766,960 | 30,240 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $2,767,564 | 30,240 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $3,658,237 | 39,972 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,106,676 | 44,867 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,272,298 | 57,539 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||