Momentum Wealth Planning, LLC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2087652
ESTERO, FL
Position in BIL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,138,578
+$1,866,660 QoQ
Shares Held
34,249
+146.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,138,578 | 34,249 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,271,918 | 13,919 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,104,102 | 22,933 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,425,484 | 15,540 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||