Heritage Wealth Management, Inc.
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1944755
CINCINNATI, OH
Position in BIL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$470,571
+$1,335 QoQ
Shares Held
5,135
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $470,571 | 5,135 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $469,236 | 5,135 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $473,888 | 5,165 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $492,131 | 5,365 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $447,183 | 4,875 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||