US TREASURY BILL26U S T BILL DUE 030526 - 912797RV1
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | History | New | 101,371,000 | 100,752 | 9.81% | — | 1 | +101,371,000 | New | Q4 2025 | Jan 20, 2026 |
| Coastwise Capital Group, LLC | History | New | 790,000 | 785 | 0.39% | — | 2 | +790,000 | New | Q4 2025 | Feb 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 250,000 | 248 | 0.14% | — | 3 | +250,000 | New | Q4 2025 | Feb 18, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 50,000 | 49 | 0.02% | — | 4 | +50,000 | New | Q4 2025 | Jan 14, 2026 |