POTENTIA WEALTH
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2052308
SAN JOSE, CA
Position in BIL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$214,254
-$145,417 QoQ
Shares Held
2,338
-40.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,254 | 2,338 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $359,671 | 3,936 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $372,413 | 4,059 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $683,755 | 7,454 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $779,257 | 8,523 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||