Lindenwold Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Lindenwold Advisors’s Portfolio TBIL Stock Details TBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$207K	Hold	4,149	–	–	0.1%	108
2025 Q2	$207K	Hold	4,149	–	–	0.11%	103
2025 Q1	$207K	Hold	4,149	–	–	0.12%	101
2024 Q4	$207K	Hold	4,149	–	–	0.11%	109
2024 Q3	$208K	Hold	4,149	–	–	0.1%	113
2024 Q2	$208K	Hold	4,149	–	–	0.11%	106
2024 Q1	$208K	Hold	4,149	–	–	0.11%	114
2023 Q4	$207K	Hold	4,149	–	–	0.12%	112
2023 Q3	$208K	Hold	4,149	–	–	0.13%	107
2023 Q2	$208K	Buy	+4,149	New	+$207K	0.13%	110

Other funds holding TBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Lindenwold Advisors's TBIL Position: Q3 2025 in Review

Lindenwold Advisors held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q3 2025 at 4,149 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #108.

Lindenwold Advisors first reported a position in TBIL in Q2 2023 and has held it in 10 quarters since. The position peaked at $208K in Q2 2023. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

Lindenwold Advisors held 4,149 shares of F/m US Treasury 3 Month Bill Fund worth $207K as of Q3 2025.
Lindenwold Advisors left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q3 2025.
F/m US Treasury 3 Month Bill Fund made up 0.1% of Lindenwold Advisors's portfolio in Q3 2025, its #108 holding.
Lindenwold Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and has held it in 10 quarters since.
Lindenwold Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $208K in Q2 2023.
286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.