Sequent Planning LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2009724
OMAHA, NE
Position in BIL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,358,196
+$35,648 QoQ
Shares Held
14,821
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#222
of 360 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 33%
None 67%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,358,196 | 14,821 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,322,548 | 14,432 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,244,504 | 13,619 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,190,731 | 12,978 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||