Forza Wealth Management, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1963030
SARASOTA, FL
Position in BIL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$5,923,884
-$86,909 QoQ
Shares Held
64,643
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,923,884 | 64,643 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,010,793 | 65,778 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,967,695 | 65,043 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,951,717 | 64,883 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,070,049 | 66,173 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,541,756 | 93,424 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,794,788 | 30,441 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $786,187 | 8,566 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||