Summit Wealth Group, LLC/OK’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Summit Wealth Group, LLC/OK’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
2026 Q3	$3.14M	Sell	63,067 -17,142	-21%	-$856K	5.33%	6
2026 Q2	$4M	Sell	80,209 -5,901	-7%	-$295K	5.19%	5
2026 Q1	$4.29M	Sell	86,110 -13,738	-14%	-$686K	6%	4
2025 Q4	$4.98M	Buy	+99,848	New	+$4.99M	5.13%	5

Other funds holding TBIL

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Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Sterling Group Wealth Management Pasadena, California $257M AUM 15.55% 1-Year Est. Return

Summit Wealth Group, LLC/OK's TBIL Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 21% in Q3 2026, selling an estimated $856K and leaving 63,067 shares worth $3.14M. The position accounts for 5.33% of the portfolio, ranked #6.

Summit Wealth Group, LLC/OK first reported a position in TBIL in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.98M in Q4 2025. 194 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Summit Wealth Group, LLC/OK held 63,067 shares of F/m US Treasury 3 Month Bill Fund worth $3.14M as of Q3 2026.
Summit Wealth Group, LLC/OK sold 17,142 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $856K.
F/m US Treasury 3 Month Bill Fund made up 5.33% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #6 holding.
Summit Wealth Group, LLC/OK first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 4 quarters since.
Summit Wealth Group, LLC/OK's F/m US Treasury 3 Month Bill Fund position peaked at $4.98M in Q4 2025.
194 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.