Legacy Wealth Managment, LLC/ID
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2045082
BOISE, ID
Position in BIL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,267,650
-$1,108,386 QoQ
Shares Held
57,482
-17.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.54%
of 13F equity value
Holder Rank
#147
of 360 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,267,650 | 57,482 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,376,036 | 69,577 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,449,629 | 59,637 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,950,613 | 75,756 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,691,468 | 83,849 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,617,380 | 115,746 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,218,125 | 111,759 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,092,845 | 131,716 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||