MONTAG A & ASSOCIATES INC
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 829407
ATLANTA, GA
Position in BIL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$57,733
+$42,837 QoQ
Shares Held
630
+286.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,733 | 630 | Shares | Sole | 2026-04-29 | |
| 2023-12-31 | $14,896 | 163 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $108,714 | 1,184 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $734 | 8 | Shares | Sole | 2023-08-09 | |
| 2022-06-30 | $52,149 | 570 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $52,115 | 570 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $52,115 | 570 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $52,132 | 570 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||