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Disclosery

Evanson Asset Management, LLC: IBIT position timeline

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

Evanson Asset Management, LLC held 10,592 IBIT shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 10,592 shares
    Change vs previous 13F -1,995 shares

    0.02% of the 13F portfolio, value $406,947.

    13F-HR 0001626379-26-000002 filed by Evanson Asset 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 ended2025-12-31
    13F 12,587 shares
    Change vs previous 13F +1,122 shares

    0.03% of the 13F portfolio, value $624,926.

    13F-HR 0001626379-26-000001 filed by Evanson Asset 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 ended2025-09-30
    13F 11,465 shares
    Change vs previous 13F +1,710 shares

    0.04% of the 13F portfolio, value $745,200.

    13F-HR 0001085146-25-005927 filed by Evanson Asset 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 ended2025-06-30
    13F 9,755 shares
    Change vs previous 13F +2,075 shares

    0.04% of the 13F portfolio, value $597,104.

    13F-HR 0001085146-25-003862 filed by Evanson Asset 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 ended2025-03-31
    13F 7,680 shares
    Change vs previous 13F +2,214 shares

    0.03% of the 13F portfolio, value $359,501.

    13F-HR 0001085146-25-002223 filed by Evanson Asset 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 ended2024-12-31
    13F 5,466 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $289,971.

    13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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