Compound Planning, Inc.
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 1978879
NEW YORK, NY
Position in BIL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,520,466
-$1,392,425 QoQ
Shares Held
27,504
-35.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,520,466 | 27,504 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,912,891 | 42,820 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $3,780,283 | 41,202 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,496,931 | 38,122 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,181,563 | 34,684 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,887,450 | 31,581 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,783,960 | 19,431 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,907,739 | 20,786 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,189,246 | 23,848 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,047,877 | 11,466 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,206,250 | 24,028 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $279,591 | 3,045 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $315,952 | 3,441 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||