Core Wealth Partners LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1965078
SANTA ROSA, CA
Position in BIL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,827,344
-$234,131 QoQ
Shares Held
41,765
-6.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,827,344 | 41,765 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,061,475 | 44,446 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,307,112 | 46,944 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,343,415 | 47,350 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,152,382 | 56,169 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,971,170 | 43,434 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,416,800 | 37,216 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,446,614 | 37,553 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,148,189 | 34,294 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,498,043 | 38,276 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,609,076 | 39,306 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,291,930 | 35,852 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,526,438 | 38,406 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,735,726 | 40,841 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||