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Clientfirst Wealth Management, LLC: IBIT position timeline

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

Clientfirst Wealth Management, LLC held 22,417 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,417 shares
    Change vs previous 13F +6,527 shares

    0.61% of the 13F portfolio, value $746,262.

    13F-HR 0001915494-26-000004 filed by Clientfirst 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 15,890 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $610,494.

    13F-HR 0001915494-26-000002 filed by Clientfirst 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 15,890 shares
    Change vs previous 13F -1,130 shares

    0.63% of the 13F portfolio, value $788,939.

    13F-HR 0001915494-26-000001 filed by Clientfirst 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 17,020 shares
    Change vs previous 13F +7,194 shares

    0.89% of the 13F portfolio, value $1,106,300.

    13F-HR 0001915494-25-000002 filed by Clientfirst 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 9,826 shares
    Change vs previous 13F +3,100 shares

    0.61% of the 13F portfolio, value $601,449.

    13F-HR 0001085146-25-005234 filed by Clientfirst 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 6,726 shares
    Change vs previous 13F -499 shares

    0.36% of the 13F portfolio, value $314,844.

    13F-HR 0001085146-25-002507 filed by Clientfirst 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 7,225 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $383,286.

    13F-HR 0001085146-25-000541 filed by Clientfirst Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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