Patriot Financial Group Insurance Agency, LLC
InsurancePosition in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1694883
Westborough, MA
Position in BIL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$248,527
-$39,442 QoQ
Shares Held
2,712
-13.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,527 | 2,712 | Shares | Sole | 2026-04-22 | |
| 2023-12-31 | $287,969 | 3,151 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $310,167 | 3,378 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $201,820 | 2,198 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $207,880 | 2,264 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $293,984 | 3,214 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $230,832 | 2,520 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $500,541 | 5,471 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $378,977 | 4,145 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $592,832 | 6,484 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $544,004 | 5,948 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $464,759 | 5,081 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $470,310 | 5,140 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $475,354 | 5,194 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $79,530 | 869 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $96,014 | 1,049 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $149,631 | 1,633 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||