FIRST WILSHIRE SECURITIES MANAGEMENT INC BIL holdings history
SS SPDR BB 1-3M T-BILL ETF · CUSIP 78468R663 · CIK 732847
As of 2026-06-30, FIRST WILSHIRE SECURITIES MANAGEMENT INC reported 114.23K BIL (shares), valued at $10.47M, or 2.16% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 6.37%; reported value increased 6.37%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.16% | 114,229 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 2.22% | 107,390 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 2.14% | 93,306 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 1.75% | 71,793 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.87% | 74,702 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 2.94% | 111,818 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 3.75% | 150,894 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 3.98% | 154,390 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 5.83% | 207,650 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 6.04% | 224,963 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 1.88% | 63,528 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 2.35% | 74,730 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.35% | 74,730 | $6.86M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 1.88% | 63,528 | $5.81M | Shares decreased 14.99%; reported value decreased 15.39%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 6.04% | 224,963 | $20.65M | Shares increased 254.12%; reported value increased 255.70%, and weight changed +4.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 5.83% | 207,650 | $19.06M | Shares decreased 7.70%; reported value decreased 7.72%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 3.98% | 154,390 | $14.18M | Shares decreased 25.65%; reported value decreased 25.62%, and weight changed -1.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 3.75% | 150,894 | $13.80M | Shares decreased 2.26%; reported value decreased 2.67%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 2.94% | 111,818 | $10.26M | Shares decreased 25.90%; reported value decreased 25.65%, and weight changed -0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 1.87% | 74,702 | $6.85M | Shares decreased 33.19%; reported value decreased 33.19%, and weight changed -1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.75% | 71,793 | $6.59M | Shares decreased 3.89%; reported value decreased 3.87%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 2.14% | 93,306 | $8.53M | Shares increased 29.97%; reported value increased 29.44%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 2.22% | 107,390 | $9.84M | Shares increased 15.09%; reported value increased 15.42%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 2.16% | 114,229 | $10.47M | Shares increased 6.37%; reported value increased 6.37%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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