Austin Wealth Management, LLC: IBIT position timeline

Austin Wealth Management, LLC held 0 IBIT shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -3,913 shares

   13F-HR 0002003112-26-000004 filed by Austin Wealth Management, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 3,913 shares

   Change vs previous 13F -12,711 shares

   0.03% of the 13F portfolio, value $201,598.

   13F-HR 0002003112-26-000001 filed by Austin Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 16,624 shares

   Change vs previous 13F +128 shares

   0.16% of the 13F portfolio, value $1,017,555.

   13F-HR 0002003112-25-000004 filed by Austin Wealth Management, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 16,496 shares

   Change vs previous 13F +11,245 shares

   0.19% of the 13F portfolio, value $1,094,015.

   13F-HR 0001085146-25-004694 filed by Austin Wealth Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 5,251 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $279,668.

   13F-HR 0001085146-25-002519 filed by Austin Wealth Management, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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