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Activest Wealth Management: IBIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Activest Wealth Management on IBIT, newest first. How the timeline and the estimate are built.

Activest Wealth Management held 53,155 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,155 shares
    Change vs previous 13F -13,695 shares

    0.34% of the 13F portfolio, value $1,769,531.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 66,850 shares
    Change vs previous 13F -25,931 shares

    0.45% of the 13F portfolio, value $2,568,393.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 92,781 shares
    Change vs previous 13F +28,436 shares

    0.86% of the 13F portfolio, value $4,606,589.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 64,345 shares
    Change vs previous 13F +6,935 shares

    0.85% of the 13F portfolio, value $4,182,424.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,410 shares
    Change vs previous 13F +2,374 shares

    0.85% of the 13F portfolio, value $3,514,056.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 55,036 shares
    Change vs previous 13F +8,868 shares

    0.69% of the 13F portfolio, value $2,576,234.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,168 shares
    Change vs previous 13F +9,603 shares

    0.68% of the 13F portfolio, value $2,449,199.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,565 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,321,090.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).