Simplicity Wealth,LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1913243
SUMMIT, NJ
Position in BIL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$8,114,080
+$34,078 QoQ
Shares Held
88,543
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,114,080 | 88,543 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,080,002 | 88,422 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,000,324 | 87,197 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,989,898 | 21,693 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,143,686 | 110,582 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,344,843 | 14,709 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,199,405 | 13,064 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $17,345,043 | 188,985 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $17,039,732 | 185,618 | Shares | Sole | 2024-04-24 | |
| 2023-06-30 | $295,201 | 3,215 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||