Intrepid Financial Planning Group LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1641296
CARMEL, IN
Position in BIL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,477,279
-$79,177 QoQ
Shares Held
37,945
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#165
of 360 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,477,279 | 37,945 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,556,456 | 38,809 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,024,557 | 44,042 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,112,051 | 44,818 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,389,555 | 47,853 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,514,216 | 49,212 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,587,134 | 50,171 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,928,177 | 53,678 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,128,299 | 55,876 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,262,710 | 57,328 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,405,718 | 59,150 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,462,004 | 59,486 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,522,881 | 60,149 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,549,049 | 60,434 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||