ELEVATION POINT WEALTH PARTNERS, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1744349
DENVER, CO
Position in BIL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,275,565
+$2,591,305 QoQ
Shares Held
330,375
+9.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#55
of 360 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,275,565 | 330,375 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $27,684,260 | 302,098 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $18,930,829 | 207,166 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $893,094 | 9,734 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||