Robertson Stephens Wealth Management, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1767307
San Francisco, CA
Position in BIL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$304,244
-$500,265 QoQ
Shares Held
3,320
-62.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $304,244 | 3,320 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $804,509 | 8,804 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $216,163 | 2,356 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $225,472 | 2,458 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $306,469 | 3,341 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $308,301 | 3,372 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,557,740 | 16,967 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $295,623 | 3,221 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $1,113,396 | 12,151 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||