XY Planning Network, Inc.
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1873438
BOZEMAN, MT
Position in BIL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$712,501
+$3,758 QoQ
Shares Held
7,775
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $712,501 | 7,775 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $708,743 | 7,756 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $606,834 | 6,614 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $606,702 | 6,614 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||