Upper Left Wealth Management, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1911228
TAMPA, FL
Position in BIL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$5,028,470
+$265,288 QoQ
Shares Held
54,872
+5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
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 | $5,028,470 | 54,872 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,763,182 | 52,125 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,406,110 | 48,023 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,122,896 | 44,946 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $4,045,293 | 44,100 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,222,541 | 35,246 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,226,662 | 35,145 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,248,129 | 46,286 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,298,167 | 46,821 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||