Concurrent Investment Advisors, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2001015
Tampa, FL
Position in BIL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$155,563,389
+$136,106,669 QoQ
Shares Held
1,697,549
+697.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $155,563,389 | 1,697,549 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $19,456,720 | 212,921 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $29,074,015 | 316,883 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $18,334,808 | 199,878 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $105,839,083 | 1,153,811 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $25,765,614 | 281,807 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $13,877,540 | 151,155 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,731,512 | 73,344 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,919,401 | 42,695 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,914,335 | 31,889 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||