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Advance Capital Management, Inc.: IBIT position timeline

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

Advance Capital Management, Inc. held 14,419 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,419 shares
    Change vs previous 13F +421 shares

    0.02% of the 13F portfolio, value $480,009.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, Inc.
    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 13,998 shares
    Change vs previous 13F +2,265 shares

    0.02% of the 13F portfolio, value $537,803.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, Inc.
    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 11,733 shares
    Change vs previous 13F +2,305 shares

    0.02% of the 13F portfolio, value $582,543.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, Inc.
    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 9,428 shares
    Change vs previous 13F +3,435 shares

    0.03% of the 13F portfolio, value $612,820.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, Inc.
    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 5,993 shares
    Change vs previous 13F +621 shares

    0.02% of the 13F portfolio, value $366,832.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, Inc.
    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 5,372 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,463.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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