SAM
TBIL icon

S.A. Mason’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

S.A. Mason’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 		$123K Hold
2,475
– – 0.04% 259
2026
Q2 		$123K Hold
2,475
– – 0.04% 253
2026
Q1 		$123K Buy
2,475
+175
+8% +$8.74K 0.05% 245
2025
Q4 		$115K Hold
2,300
– – 0.05% 250
2025
Q3 		$115K Hold
2,300
– – 0.05% 243
2025
Q2 		$115K Buy
+2,300
New +$115K 0.06% 223

Other funds holding TBIL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

S.A. Mason's TBIL Position: Q3 2026 in Review

S.A. Mason held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q3 2026 at 2,475 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #259.

S.A. Mason first reported a position in TBIL in Q2 2025 and has held it in 6 quarters since. The position peaked at $123K in Q2 2026. 31 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • S.A. Mason held 2,475 shares of F/m US Treasury 3 Month Bill Fund worth $123K as of Q3 2026.
  • S.A. Mason left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q3 2026.
  • F/m US Treasury 3 Month Bill Fund made up 0.04% of S.A. Mason's portfolio in Q3 2026, its #259 holding.
  • S.A. Mason first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and has held it in 6 quarters since.
  • S.A. Mason's F/m US Treasury 3 Month Bill Fund position peaked at $123K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.