CORDA Investment Management, LLC.: IBIT position timeline

CORDA Investment Management, LLC. held 33,760 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 33,760 shares

   Change vs previous 13F +1,598 shares

   0.07% of the 13F portfolio, value $1,123,870.

   13F-HR 0001545812-26-000005 filed by CORDA Investment Management, LLC.
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 32,162 shares

   Change vs previous 13F +4,250 shares

   0.09% of the 13F portfolio, value $1,235,664.

   13F-HR 0001545812-26-000003 filed by CORDA Investment Management, LLC.
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 27,912 shares

   Change vs previous 13F +1,270 shares

   0.1% of the 13F portfolio, value $1,385,831.

   13F-HR 0001545812-26-000002 filed by CORDA Investment Management, LLC.
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 26,642 shares

   Change vs previous 13F +3,789 shares

   0.12% of the 13F portfolio, value $1,731,730.

   13F-HR 0001545812-25-000007 filed by CORDA Investment Management, LLC.
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 22,853 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $1,398,832.

   13F-HR 0001545812-25-000006 filed by CORDA Investment Management, LLC.
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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