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Bosman Wealth Management, LLC: IBIT position timeline

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

Bosman Wealth Management, LLC held 70,275 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,275 shares
    Change vs previous 13F -20,879 shares

    1.45% of the 13F portfolio, value $2,339,455.

    13F-HR 0002085853-26-000886 filed by Bosman 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 91,154 shares
    Change vs previous 13F +4,817 shares

    3.08% of the 13F portfolio, value $3,502,137.

    13F-HR 0002085853-26-000549 filed by Bosman 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 86,337 shares
    Change vs previous 13F -17,422 shares

    3.52% of the 13F portfolio, value $4,286,632.

    13F-HR 0002085853-26-000095 filed by Bosman 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 103,759 shares
    Change vs previous 13F +46,541 shares

    5.23% of the 13F portfolio, value $6,744,335.

    13F-HR 0002085853-25-000167 filed by Bosman 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 57,218 shares
    Change vs previous 13F +20,228 shares

    3.11% of the 13F portfolio, value $3,502,314.

    13F-HR 0001667731-25-000864 filed by Bosman 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 36,990 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $1,731,502.

    13F-HR 0002066260-25-000002 filed by Bosman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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