Legacy Capital Wealth Partners, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1766228
LITTLE ROCK, AR
Position in BIL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$634,423
-$3,227,204 QoQ
Shares Held
6,923
-83.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#259
of 360 holders
Holding Since
Mar 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,423 | 6,923 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $3,861,627 | 42,259 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $8,449,441 | 92,092 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,570,895 | 71,633 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,347,238 | 14,687 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $372,760 | 4,077 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,877,141 | 31,338 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,370,380 | 47,618 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $3,678,264 | 40,248 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $898,366 | 9,784 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $1,543,494 | 16,810 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||