Lifetime Wealth Management P.C.
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2116339
ROCKWALL, TX
Position in BIL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,506,526
+$317,474 QoQ
Shares Held
114,650
+2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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 | $10,506,526 | 114,650 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,189,052 | 111,502 | Shares | Sole | 2026-03-25 | |
| No filing history on record for this holder in this stock. | ||||||