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Benson Wealth Management INC: IBIT position timeline

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

Benson Wealth Management INC held 112,335 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,335 shares
    Change vs previous 13F -2,779 shares

    3.76% of the 13F portfolio, value $3,739,632.

    13F-HR 0002109863-26-000004 filed by Benson Wealth Management INC
    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 115,114 shares
    Change vs previous 13F -10,109 shares

    6.05% of the 13F portfolio, value $4,422,680.

    13F-HR 0002109863-26-000002 filed by Benson Wealth Management INC
    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 125,223 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $6,217,322.

    13F-HR 0002109863-26-000001 filed by Benson Wealth Management INC
    Filed (acceptance time not in the bulk data set), ingested

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