HERITAGE OAK WEALTH ADVISORS LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2035533
SANTA ROSA BEACH, FL
Position in BIL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$28,578,575
+$5,975,093 QoQ
Shares Held
311,857
+26.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,578,575 | 311,857 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $22,603,482 | 247,357 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $18,571,117 | 202,410 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $10,153,043 | 110,684 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,809,730 | 41,532 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $16,683,780 | 182,476 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $9,102,832 | 99,181 | Shares | Sole | 2024-08-28 | |
| No filing history on record for this holder in this stock. | ||||||