Integrated Wealth Concepts LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1737109
WALTHAM, MA
Position in BIL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$51,397,943
+$23,580,072 QoQ
Shares Held
560,868
+84.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#37
of 360 holders
Holding Since
Mar 2020
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,397,943 | 560,868 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $27,817,871 | 303,556 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $22,481,490 | 246,022 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $29,269,442 | 319,013 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,183,929 | 350,855 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,186,724 | 263,673 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,903,331 | 108,316 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,934,192 | 140,880 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,388,664 | 254,834 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,567,768 | 278,516 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,038,084 | 120,780 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $14,567,793 | 158,656 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,415,750 | 80,764 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,302,249 | 68,637 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,157,211 | 67,314 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,977,538 | 76,174 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $5,970,088 | 65,254 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $401,286 | 4,389 | Shares | Other | 2022-05-12 | |
| 2020-06-30 | $1,006,097 | 10,992 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,004,173 | 10,959 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||