Lodestone Wealth Management LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1950158
SPOKANE, WA
Position in BIL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$270,154
+$2,137 QoQ
Shares Held
2,948
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,154 | 2,948 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $268,017 | 2,933 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $321,125 | 3,500 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||