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Altura Wealth Advisors Inc.: IBIT position timeline

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

Altura Wealth Advisors Inc. held 60,443 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,443 shares
    Change vs previous 13F +13,049 shares

    0.68% of the 13F portfolio, value $2,012,147.

    13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors 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 47,394 shares
    Change vs previous 13F +9,217 shares

    0.79% of the 13F portfolio, value $1,820,877.

    13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors 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 38,177 shares
    Change vs previous 13F +8,752 shares

    0.82% of the 13F portfolio, value $1,895,488.

    13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors 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 29,425 shares
    Change vs previous 13F +8,788 shares

    0.91% of the 13F portfolio, value $1,912,625.

    13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors 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 20,637 shares
    Change vs previous 13F +909 shares

    0.71% of the 13F portfolio, value $1,263,191.

    13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors 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 19,728 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $923,468.

    13F-HR 0001420506-25-000855 filed by Altura Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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