Optivise Advisory Services LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2042876
FRANKLIN, TN
Position in BIL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,557,030
+$667,097 QoQ
Shares Held
27,903
+35.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,557,030 | 27,903 | Shares | Sole | 2026-04-15 | |
| 2024-06-30 | $1,889,933 | 20,592 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||