MOKAN Wealth Management Inc. BILS — SPDR SER TR

Ownership history in MOKAN Wealth Management Inc.  ·  6 quarters on record

AI Ownership Summary

MOKAN Wealth Management Inc. reported SPDR SER TR (BILS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.19% in 2025 Q1. The latest visible filing shows BILS at 5.96% 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.

What this BILS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOKAN Wealth Management Inc.'s position in SPDR SER TR, 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
2026 Q1

BILS was reported at 5.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.19% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

BILS stock page MOKAN Wealth Management Inc. fund profile MOKAN Wealth Management Inc. full holdings
How MOKAN Wealth Management Inc. held BILS — position size vs. price
% of Fund (quarterly)    BILS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 135,356 +5,465 +4.2% 5.96% $13.5M 2026-05-01 $99.17
2025 Q4 ADDED — — — 129,891 +13,896 +12.0% 5.72% $12.9M 2026-01-26 $98.28
2025 Q3 ADDED — — — 115,995 +4,924 +4.4% 5.81% $11.5M 2025-10-30 $97.39
2025 Q2 ADDED — — — 111,071 +7,761 +7.5% 6.17% $11.0M 2025-07-25 $96.27
2025 Q1 ADDED — — — 103,310 +5,314 +5.4% 6.19% $10.3M 2025-04-23 $95.29
2024 Q4 INITIATED — — — 97,996 — — 6.18% $9.7M 2025-01-30 $94.41

🏢 Other funds also holding BILS

As of 2026 Q1 — sorted by position size

Miller Investment Management, LP 3Y 7Y 12.45% Horizon Family Wealth, Inc. 3Y 9.17% SoundView Advisors Inc. 9.11% PECAUT & CO. 3Y 7Y 8.27% Birchcreek Wealth Management, LLC 3Y 7.64% PROMETHIUM ADVISORS,LLC 7.29% Treasure Coast Financial Planning 3Y 7.23% NDWM LLC 7.23% Sargent Investment Group, LLC 3Y 7Y 7.21% WealthTrust Asset Management, LLC 3Y 6.84%

FAQ About MOKAN Wealth Management Inc. and BILS

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

How long has MOKAN Wealth Management Inc. reported owning BILS?

MOKAN Wealth Management Inc. reported BILS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BILS position in MOKAN Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for BILS was 6.19% in 2025 Q1.

What is the latest reported BILS position on this page?

The most recent filing on this page is 2026 Q1, when MOKAN Wealth Management Inc. reported 135,356 shares, equal to 5.96% of portfolio, with an estimated market value of $13.5M.

What does the chart on this BILS ownership page compare?

The chart compares MOKAN Wealth Management Inc.'s quarterly BILS 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.

How well did MOKAN Wealth Management Inc. time their BILS position?

Based on 13F filing dates vs. subsequent BILS price moves, MOKAN Wealth Management Inc. correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on BILS relative to SPY over the holding period was -10.6%.

← Back to MOKAN Wealth Management Inc. Holdings