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Concentrum Wealth Management: IBIT position timeline

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

Concentrum Wealth Management held 105,331 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,331 shares
    Change vs previous 13F -14,640 shares

    0.84% of the 13F portfolio, value $3,506,469.

    13F-HR 0001765380-26-000302 filed by Concentrum Wealth Management
    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 119,971 shares
    Change vs previous 13F -7,304 shares

    1.36% of the 13F portfolio, value $4,609,286.

    13F-HR 0001765380-26-000137 filed by Concentrum Wealth Management
    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 127,275 shares
    Change vs previous 13F -6,595 shares

    1.76% of the 13F portfolio, value $6,319,204.

    13F-HR 0001765387-26-000001 filed by Concentrum Wealth Management
    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 133,870 shares
    Change vs previous 13F +19,269 shares

    2.51% of the 13F portfolio, value $8,701,550.

    13F-HR 0001765387-25-000003 filed by Concentrum Wealth Management
    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 114,601 shares
    Change vs previous 13F +1,205 shares

    2.2% of the 13F portfolio, value $7,014,727.

    13F-HR 0001765380-25-000328 filed by Concentrum Wealth Management
    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 113,396 shares
    Change vs previous 13F +7,508 shares

    1.97% of the 13F portfolio, value $5,308,067.

    13F-HR 0001765380-25-000189 filed by Concentrum Wealth Management
    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 105,888 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $5,617,358.

    13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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