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Aprio Wealth Management, LLC: IBIT position timeline

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

Aprio Wealth Management, LLC held 103,602 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,602 shares
    Change vs previous 13F +952 shares

    0.17% of the 13F portfolio, value $3,448,911.

    13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, LLC
    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 102,650 shares
    Change vs previous 13F +49,455 shares

    0.22% of the 13F portfolio, value $3,943,813.

    13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, LLC
    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 53,195 shares
    Change vs previous 13F -8,967 shares

    0.15% of the 13F portfolio, value $2,641,132.

    13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, LLC
    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 62,162 shares
    Change vs previous 13F +6,860 shares

    0.4% of the 13F portfolio, value $4,040,530.

    13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, LLC
    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 55,302 shares
    Change vs previous 13F +16,782 shares

    0.38% of the 13F portfolio, value $3,385,035.

    13F-HR 0001803519-25-000004 filed by Aprio Wealth Management, LLC
    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 38,520 shares
    Change vs previous 13F +16,666 shares

    0.23% of the 13F portfolio, value $1,803,121.

    13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, LLC
    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 21,854 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,159,355.

    13F-HR 0001472800-25-000002 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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