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BigSur Wealth Management LLC: IBIT position timeline

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

BigSur Wealth Management LLC held 297,451 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 297,451 shares
    Change vs previous 13F +29,050 shares

    2.38% of the 13F portfolio, value $9,902,144.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth Management 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 268,401 shares
    Change vs previous 13F -28,077 shares

    2.89% of the 13F portfolio, value $10,311,966.

    13F-HR 0001398344-26-006828 filed by BigSur 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 ended2025-12-31
    13F 296,478 shares
    Change vs previous 13F +34,995 shares

    3.57% of the 13F portfolio, value $14,720,133.

    13F-HR 0001398344-26-001298 filed by BigSur 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 ended2025-09-30
    13F 261,483 shares
    Change vs previous 13F +143,888 shares

    4.16% of the 13F portfolio, value $16,996,395.

    13F-HR 0001398344-25-019122 filed by BigSur 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 ended2025-06-30
    13F 117,595 shares
    Change vs previous 13F +27,000 shares

    1.82% of the 13F portfolio, value $7,197,990.

    13F-HR 0001398344-25-013158 filed by BigSur 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 ended2025-03-31
    13F 90,595 shares
    Change vs previous 13F +42,560 shares

    1.15% of the 13F portfolio, value $4,240,752.

    13F-HR 0001398344-25-007207 filed by BigSur 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 ended2024-12-31
    13F 48,035 shares
    Change vs previous 13F -49,512 shares

    0.73% of the 13F portfolio, value $2,548,257.

    13F-HR 0001398344-25-000735 filed by BigSur 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 ended2024-09-30
    13F 97,547 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,524,373.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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