Summit Financial, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1765536
PARSIPPANY, NJ
Position in BIL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,228,196
-$3,443,923 QoQ
Shares Held
78,876
-32.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#127
of 360 holders
Holding Since
Jun 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,228,196 | 78,876 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,672,119 | 116,457 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,928,596 | 152,425 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,686,030 | 116,469 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,420,136 | 255,316 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $442,688 | 4,826 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $1,058,406 | 11,532 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,404,172 | 15,296 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,350,470 | 14,777 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,910,406 | 20,806 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,946,767 | 21,202 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||