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Arbor Wealth Management LLC\AZ: IBIT position timeline

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

Arbor Wealth Management LLC\AZ held 35,748 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,748 shares
    Change vs previous 13F +320 shares

    1.06% of the 13F portfolio, value $1,190,051.

    13F-HR 0002149091-26-000001 filed by Arbor Wealth Management LLC\AZ
    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 35,428 shares
    Change vs previous 13F +2,007 shares

    1.34% of the 13F portfolio, value $1,361,144.

    13F-HR 0002149091-26-000003 filed by Arbor Wealth Management LLC\AZ
    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 33,421 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,659,353.

    13F-HR 0002149091-26-000002 filed by Arbor Wealth Management LLC\AZ
    Filed (acceptance time not in the bulk data set), ingested

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