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Compass Ion Advisors, LLC: IBIT position timeline

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

Compass Ion Advisors, LLC held 154,390 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,390 shares
    Change vs previous 13F -14,553 shares

    0.44% of the 13F portfolio, value $5,139,644.

    13F-HR 0001621100-26-000004 filed by Compass Ion Advisors, 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 168,943 shares
    Change vs previous 13F -8,140 shares

    0.62% of the 13F portfolio, value $6,490,791.

    13F-HR 0001621100-26-000002 filed by Compass Ion Advisors, 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 177,083 shares
    Change vs previous 13F +5,154 shares

    0.84% of the 13F portfolio, value $8,792,171.

    13F-HR 0001621100-26-000001 filed by Compass Ion Advisors, 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 171,929 shares
    Change vs previous 13F +857 shares

    1.08% of the 13F portfolio, value $11,175,385.

    13F-HR 0001621100-25-000003 filed by Compass Ion Advisors, 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 171,072 shares
    Change vs previous 13F +2,204 shares

    1.13% of the 13F portfolio, value $10,471,318.

    13F-HR 0001085146-25-003765 filed by Compass Ion Advisors, 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 168,868 shares
    Change vs previous 13F -2,740 shares

    0.93% of the 13F portfolio, value $7,904,712.

    13F-HR 0001085146-25-002213 filed by Compass Ion Advisors, 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 171,608 shares
    Change vs previous 13F +163,053 shares

    1.08% of the 13F portfolio, value $9,103,805.

    13F-HR 0001085146-25-000968 filed by Compass Ion Advisors, 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 8,555 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $309,093.

    13F-HR 0001085146-24-004999 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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