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AVAII WEALTH MANAGEMENT, LLC: IBIT position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 6,823 IBIT 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 6,823 shares
    Change vs previous 13F -1,748 shares

    0.09% of the 13F portfolio, value $325,650.

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

  2. period ended2026-06-30
    13F 8,571 shares
    Change vs previous 13F -718 shares

    0.08% of the 13F portfolio, value $285,321.

    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 9,289 shares
    Change vs previous 13F -1,261 shares

    0.12% of the 13F portfolio, value $356,893.

    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 10,550 shares
    Change vs previous 13F -11,092 shares

    0.19% of the 13F portfolio, value $523,829.

    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 21,642 shares
    Change vs previous 13F +1,097 shares

    0.54% of the 13F portfolio, value $1,406,755.

    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 20,545 shares
    Change vs previous 13F +13,391 shares

    0.56% of the 13F portfolio, value $1,257,565.

    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 7,154 shares
    Change vs previous 13F +879 shares

    0.18% of the 13F portfolio, value $334,889.

    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 6,275 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $332,907.

    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).