HCR Wealth Advisors
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1697715
LOS ANGELES, CA
Position in BIL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$311,576
-$16,204 QoQ
Shares Held
3,400
-5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $311,576 | 3,400 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $327,780 | 3,587 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $390,396 | 4,255 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $394,897 | 4,305 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $440,762 | 4,805 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $635,895 | 6,955 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $762,941 | 8,310 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $866,403 | 9,440 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,084,158 | 11,810 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,455,842 | 15,930 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,055,470 | 11,495 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||