Wellington Shields & Co., LLC BIL — SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

Ownership history in Wellington Shields & Co., LLC  ·  13 quarters on record

AI Ownership Summary

Wellington Shields & Co., LLC reported SPDR BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows BIL at 0.00% 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 Wellington Shields & Co., 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
2026 Q2

BIL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2024 Q2 to 2026 Q2

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.

How Wellington Shields & Co., LLC held BIL — position size vs. price
% of Fund (quarterly)    BIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 99 — 0% 0.00% $9K 2026-08-10 $91.20
2026 Q1 UNCHANGED — — — 99 — 0% 0.00% $9K 2026-05-04 $90.34
2025 Q4 UNCHANGED — — — 99 — 0% 0.00% $9K 2026-02-09 $89.59
2025 Q3 UNCHANGED — — — 99 — 0% 0.00% $9K 2025-11-05 $88.75
2025 Q2 UNCHANGED — — — 99 — 0% 0.00% $9K 2025-08-05 $87.83
2025 Q1 UNCHANGED — — — 99 — 0% 0.00% $9K 2025-05-08 $86.96
2024 Q4 UNCHANGED — — — 99 — 0% 0.00% $9K 2025-02-10 $86.09
2024 Q3 UNCHANGED — — — 99 — 0% 0.00% $9K 2024-11-13 $85.20
2024 Q2 UNCHANGED — — — 99 — 0% 0.00% $9K 2024-08-07 $84.08
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wellington Shields & Co., 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 Wellington Shields & Co., LLC reported owning BIL?

Wellington Shields & Co., LLC reported BIL across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BIL position in Wellington Shields & Co., LLC's portfolio?

The largest reported portfolio weight for BIL was 0.00% in 2024 Q2.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2026 Q2, when Wellington Shields & Co., LLC reported 99 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this BIL ownership page compare?

The chart compares Wellington Shields & Co., 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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