Plan Group Financial, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1940033
OKLAHOMA CITY, OK
Position in BIL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,421,428
+$35,377 QoQ
Shares Held
15,511
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.74%
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 | $1,421,428 | 15,511 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,386,051 | 15,168 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,253,121 | 13,658 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $801,811 | 8,741 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||