Skip to content
Disclosery

Finer Wealth Management, Inc.: IBIT position timeline

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

Finer Wealth Management, Inc. held 82,763 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,763 shares
    Change vs previous 13F +11,389 shares

    1.23% of the 13F portfolio, value $2,755,180.

    13F-HR 0001929071-26-000004 filed by Finer Wealth Management, Inc.
    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 71,374 shares
    Change vs previous 13F +14,948 shares

    1.38% of the 13F portfolio, value $2,742,189.

    13F-HR 0001929071-26-000002 filed by Finer Wealth Management, Inc.
    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 56,426 shares
    Change vs previous 13F +11,802 shares

    1.36% of the 13F portfolio, value $2,801,551.

    13F-HR 0001929071-26-000001 filed by Finer Wealth Management, Inc.
    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 44,624 shares
    Change vs previous 13F +4,956 shares

    1.45% of the 13F portfolio, value $2,900,560.

    13F-HR 0001929071-25-000002 filed by Finer Wealth Management, Inc.
    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 39,668 shares
    Change vs previous 13F +22,872 shares

    1.3% of the 13F portfolio, value $2,428,078.

    13F-HR 0001221073-25-000078 filed by Finer Wealth Management, Inc.
    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 16,796 shares
    Change vs previous 13F +12,043 shares

    0.47% of the 13F portfolio, value $786,221.

    13F-HR 0001221073-25-000054 filed by Finer Wealth Management, Inc.
    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 4,753 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $252,147.

    13F-HR 0001221073-25-000035 filed by Finer Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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