Summit Financial Strategies, Inc.
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1625246
Columbus, OH
Position in BIL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$367,934
+$13,928 QoQ
Shares Held
4,015
+3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $367,934 | 4,015 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $354,006 | 3,874 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $355,439 | 3,874 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $355,362 | 3,874 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $355,362 | 3,874 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $349,628 | 3,824 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $351,081 | 3,824 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $250,651 | 2,731 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||