BIL — SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

Ownership history in Long Run Wealth Advisors, LLC  ·  17 quarters on record

AI Ownership Summary

Long Run Wealth Advisors, LLC reported SPDR BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.65% in 2024 Q2. The latest visible filing shows BIL at 1.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Long Run Wealth Advisors, LLC's position in SPDR BLOOMBERG 1-3 MONTH T-BILL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BIL was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BIL stock page Long Run Wealth Advisors, LLC fund profile Long Run Wealth Advisors, LLC full holdings
How Long Run Wealth Advisors, LLC held BIL — position size vs. price
% of Fund (quarterly)    BIL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 67,854 -1,483 -2.1% 1.17% $6.2M 2026-02-14 (Est.) $91.00
2025 Q3 REDUCED 69,337 -5,683 -7.6% 1.25% $6.4M 2025-10-09 $89.82
2025 Q2 ADDED 75,020 +18,675 +33.1% 1.44% $6.9M 2025-08-06 $89.18
2025 Q1 ADDED 56,345 +11,588 +25.9% 1.17% $5.2M 2025-04-10 $87.98
2024 Q4 REDUCED 44,757 -4,565 -9.3% 0.98% $4.1M 2025-01-27 $87.25
2024 Q3 REDUCED 49,322 -21,536 -30.4% 1.07% $4.5M 2024-10-30 $86.31
2024 Q2 ADDED 70,858 +7,437 +11.7% 1.65% $6.5M 2024-07-19 $85.11
2024 Q1 ADDED 63,421 +20,071 +46.3% 1.53% $5.8M 2024-04-25 $84.10
2023 Q4 ADDED 43,350 +8,536 +24.5% 1.14% $4.0M 2024-01-10 $82.81
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BIL

As of 2026 Q1 — sorted by position size

St. Louis Financial Planners Asset Management, LLC 3Y 29.16% Ebert Capital Management Inc. 20.24% Vigilare Wealth Management 3Y 8.17% McNamara Financial Services, Inc. 3Y 7Y 6.54% STABLEFORD CAPITAL II LLC 3Y 5.42% JBR Co Financial Management Inc 5.07% Lifestyle Asset Management, Inc. 3Y 4.24% Baring Financial LLC 3.83% G&S Capital LLC 3Y 7Y 3.59% Quaker Wealth Management, LLC 3Y 3.18%

FAQ About Long Run Wealth Advisors, LLC and BIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Long Run Wealth Advisors, LLC reported owning BIL?

Long Run Wealth Advisors, LLC reported BIL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BIL position in Long Run Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BIL was 1.65% in 2024 Q2.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2025 Q4, when Long Run Wealth Advisors, LLC reported 67,854 shares, equal to 1.17% of portfolio, with an estimated market value of $6.2M.

What does the chart on this BIL ownership page compare?

The chart compares Long Run Wealth Advisors, LLC's quarterly BIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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