Falcon Wealth Planning
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1839850
Ontario, CA
Position in BIL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,358,563
+$117,532 QoQ
Shares Held
14,825
+9.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,358,563 | 14,825 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,241,031 | 13,581 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,331,751 | 14,515 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,560,785 | 17,015 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,319,576 | 25,287 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,638,395 | 28,857 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,168,352 | 56,294 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $12,271,995 | 133,711 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||