SEC 13F Intelligence

UNITED STATES TREASURY BILLS

CUSIP 912796X53

United States Treasury Bills has 1 institutional holders in Filings Flow’s 13F database, together reporting 50.0K shares worth $49,907 as of Q2 2023. The largest reported holders are Heritage Wealth Partners, LLC, Rfp Financial Group LLC, and Encompass Wealth Advisors, LLC.

Institutional Holders
1
Q2 2023
Reported Value
$49,907
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’22: 1Q4 ’22Q1 ’23: 3Q1 ’23Q2 ’23: 1Q2 ’23filingsflow.com
Total reported value
Q4 ’22: $64,669Q4 ’22Q1 ’23: $8MQ1 ’23Q2 ’23: $49,907Q2 ’23filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
RFP Financial Group LLC$184M AUM0.03%$64,66966.0KQ4 2022OLDER
ENCOMPASS WEALTH ADVISORS, LLC$287M AUM0.02%$59,43560.0KQ1 2023OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.01%$49,90750.0KQ2 2023

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.