GeoWealth Management, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1593387
CHICAGO, IL
Position in BIL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,312,260
+$1,628,555 QoQ
Shares Held
25,232
+237.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 3%
Shared 58%
None 39%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,312,260 | 25,232 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $683,705 | 7,482 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,546,262 | 16,853 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $347,381 | 3,787 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $5,695,332 | 62,088 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $24,927,932 | 272,645 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $6,939,826 | 75,589 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $9,992,546 | 108,875 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $37,875,026 | 412,582 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $31,102,209 | 340,324 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $72,444,235 | 788,981 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $181,549,992 | 1,977,238 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $177,634,236 | 1,934,592 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $193,571,649 | 2,116,231 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $191,312,645 | 2,088,566 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $5,488,118 | 59,986 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $923,351 | 10,099 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $892,081 | 9,757 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $743,020 | 8,124 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $134,460 | 1,470 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $88,571 | 968 | Shares | Other | 2021-05-13 | |
| 2020-06-30 | $5,148,745 | 56,252 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $887,619 | 9,687 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||