Portside Wealth Group, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1978608
Provo, UT
Position in BIL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$49,249,260
+$16,562,818 QoQ
Shares Held
537,421
+50.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,249,260 | 537,421 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $32,686,442 | 357,698 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $26,868,344 | 292,843 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $30,839,716 | 336,201 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $5,904,934 | 64,373 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,113,192 | 66,862 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $2,457,844 | 26,771 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $2,344,428 | 25,544 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $376,288 | 4,099 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $343,626 | 3,760 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $229,917 | 2,504 | Shares | Other | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||