Vertex Planning Partners, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1942341
DOWNERS GROVE, IL
Position in BIL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,588,390
+$580,356 QoQ
Shares Held
60,982
+11.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.86%
of 13F equity value
Holder Rank
#144
of 360 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,588,390 | 60,982 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,008,034 | 54,649 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,680,478 | 18,390 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,631,131 | 17,778 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,976,873 | 21,551 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,455,479 | 15,867 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,713,123 | 18,737 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $966,208 | 10,524 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $523,604 | 5,705 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $521,515 | 5,681 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $664,405 | 7,270 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $665,235 | 7,245 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $371,779 | 4,049 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $345,977 | 3,768 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||