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AVAII WEALTH MANAGEMENT, LLC: FBTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVAII WEALTH MANAGEMENT, LLC on FBTC, newest first. How the timeline and the estimate are built.

AVAII WEALTH MANAGEMENT, LLC held 113,787 FBTC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 113,787 shares
    Change vs previous 13F +24,638 shares

    2.4% of the 13F portfolio, value $8,343,996.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 89,149 shares
    Change vs previous 13F -28,956 shares

    1.34% of the 13F portfolio, value $4,551,044.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 118,105 shares
    Change vs previous 13F +9,627 shares

    2.43% of the 13F portfolio, value $6,971,747.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 108,478 shares
    Change vs previous 13F +23,873 shares

    3% of the 13F portfolio, value $8,269,266.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 84,605 shares
    Change vs previous 13F +7,072 shares

    3.21% of the 13F portfolio, value $8,444,409.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 77,533 shares
    Change vs previous 13F +38,014 shares

    3.24% of the 13F portfolio, value $7,287,317.

    13F-HR 0001951757-25-000828 filed by AVAII 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 ended2025-03-31
    13F/A 39,519 shares
    Change vs previous 13F +3,700 shares

    1.52% of the 13F portfolio, value $2,844,198.

    13F-HR/A 0001951757-25-000376 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 35,819 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,922,143.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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