Stock ownership · SEC 13F · Q4 2025

US TREASURY 3 MONTH BILL

A breakdown of US TREASURY 3 MONTH BILL's institutional base (CUSIP 74933W452): the holders, the concentration among them, and what changed last quarter.

$3.2M
Reported value
3
Institutions
100%
Top-5 share

The verdict

$3.2M of US TREASURY 3 MONTH BILL is reported by 3 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$3.2M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 74933W452 · Q4 2025 $3M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $3.2M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - US TREASURY 3 MONTH BILL's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of US TREASURY 3 MONTH BILL
  1. 1
    KW WEALTH MANAGEMENT LLC $2.9M
  2. 2
    Astoria Portfolio Advisors LLC. $317K
  3. 3
    Strategic Investment Solutions, Inc. /IL $35K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a US TREASURY 3 MONTH BILL position has risen from 2 to 3 over the last 7 quarters of 13F filings.

0123456 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding US TREASURY 3 MONTH BILL, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 KW WEALTH MANAGEMENT LLC 57,160 $2.9M 89.0%
2 Astoria Portfolio Advisors LLC. 6,349 $317K 9.9%
3 Strategic Investment Solutions, Inc. /IL 706 $35K 1.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among US TREASURY 3 MONTH BILL's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

KW WEALTH MANAGEMENT LLC $2.9M
Astoria Portfolio Advisors LLC. $317K
Strategic Investment Solutions, Inc. /IL $35K

Complete exits (5)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
TCFG WEALTH MANAGEMENT, LLC exited
Strategic Advocates LLC exited
Vermillion & White Wealth Management Group, LLC exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold US TREASURY 3 MONTH BILL?▼
US TREASURY 3 MONTH BILL is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of US TREASURY 3 MONTH BILL?▼
Institutions report $3.2M of US TREASURY 3 MONTH BILL as of Q4 2025.
How concentrated is ownership of US TREASURY 3 MONTH BILL?▼
The top five institutional holders account for 100% of the reported institutional value in US TREASURY 3 MONTH BILL, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of US TREASURY 3 MONTH BILL?▼
KW WEALTH MANAGEMENT LLC is the largest reported holder of US TREASURY 3 MONTH BILL with $2.9M across 57,160 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.