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Avid Wealth Partners LLC: IBIT position timeline

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

Avid Wealth Partners LLC held 63,747 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,747 shares
    Change vs previous 13F +15,790 shares

    1.03% of the 13F portfolio, value $2,122,139.

    13F-HR 0001992344-26-000007 filed by Avid Wealth Partners 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 47,957 shares
    Change vs previous 13F +9,285 shares

    0.87% of the 13F portfolio, value $1,842,508.

    13F-HR 0001992344-26-000005 filed by Avid Wealth Partners 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 38,672 shares
    Change vs previous 13F +7,235 shares

    0.94% of the 13F portfolio, value $1,920,065.

    13F-HR 0001992344-26-000003 filed by Avid Wealth Partners 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 31,437 shares
    Change vs previous 13F +982 shares

    1.02% of the 13F portfolio, value $2,043,405.

    13F-HR 0001992344-25-000009 filed by Avid Wealth Partners 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 30,455 shares
    Change vs previous 13F +2,284 shares

    1.07% of the 13F portfolio, value $1,864,151.

    13F-HR 0001992344-25-000005 filed by Avid Wealth Partners 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 28,171 shares
    Change vs previous 13F +21,859 shares

    0.89% of the 13F portfolio, value $1,318,685.

    13F-HR 0001992344-25-000003 filed by Avid Wealth Partners 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 6,312 shares
    Change vs previous 13F +104 shares

    0.24% of the 13F portfolio, value $334,852.

    13F-HR 0001992344-25-000002 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,208 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $224,295.

    13F-HR 0001992344-24-000006 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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