Concord Wealth Partners
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1814214
ABINGDON, VA
Position in BIL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,201,327
+$87,491 QoQ
Shares Held
45,846
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,201,327 | 45,846 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,113,836 | 45,019 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,281,438 | 35,765 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,746,487 | 29,941 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,802,677 | 19,652 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,265,148 | 35,712 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $12,140,128 | 132,231 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,866,419 | 129,292 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,169,306 | 121,670 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,828,903 | 107,549 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $10,421,937 | 113,504 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $8,765,045 | 95,459 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,783,477 | 73,878 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,977,755 | 43,487 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $13,906 | 152 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,880 | 119 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $28,891 | 316 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $9,328 | 102 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $17,836 | 195 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $21,502 | 235 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $48,048 | 525 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||