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Disclosery

BridgePort Financial Solutions, LLC: IBIT position timeline

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

BridgePort Financial Solutions, LLC held 27,205 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,205 shares
    Change vs previous 13F +161 shares

    0.23% of the 13F portfolio, value $905,644.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 27,044 shares
    Change vs previous 13F +39 shares

    0.29% of the 13F portfolio, value $1,039,019.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 27,005 shares
    Change vs previous 13F +2,933 shares

    0.36% of the 13F portfolio, value $1,340,796.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 24,072 shares
    Change vs previous 13F +1,227 shares

    0.42% of the 13F portfolio, value $1,564,675.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 22,845 shares
    Change vs previous 13F +891 shares

    0.46% of the 13F portfolio, value $1,398,323.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 21,954 shares
    Change vs previous 13F +85 shares

    0.46% of the 13F portfolio, value $1,027,673.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 21,869 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,035,497.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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