SpringVest Wealth Management LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2058986
DALLAS, TX
Position in BIL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$335,035
-$46,750 QoQ
Shares Held
3,656
-12.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $335,035 | 3,656 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $381,785 | 4,178 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $456,456 | 4,975 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,115,436 | 12,160 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,466,304 | 15,985 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||