JOURNEY STRATEGIC WEALTH LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1909316
SUMMIT, NJ
Position in BIL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$505,852
-$70,481 QoQ
Shares Held
5,520
-12.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 34%
None 66%
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 | $505,852 | 5,520 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $576,333 | 6,307 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $586,282 | 6,390 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,213,770 | 13,232 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $862,811 | 9,406 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $817,383 | 8,940 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,418,372 | 15,449 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,457,740 | 15,883 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,264,086 | 13,770 | Shares | Other | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||