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FORTE ASSET MANAGEMENT LLC: IBIT position timeline

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

FORTE ASSET MANAGEMENT LLC held 164,770 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,770 shares
    Change vs previous 13F +31,875 shares

    2.24% of the 13F portfolio, value $5,485,193.

    13F-HR 0001927129-26-000003 filed by FORTE 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 ended2026-03-31
    13F 132,895 shares
    Change vs previous 13F +34,972 shares

    2.24% of the 13F portfolio, value $5,105,826.

    13F-HR 0001927129-26-000002 filed by FORTE 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 ended2025-12-31
    13F 97,923 shares
    Change vs previous 13F +40,394 shares

    2.21% of the 13F portfolio, value $4,861,877.

    13F-HR 0001927129-26-000001 filed by FORTE 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 ended2025-09-30
    13F 57,529 shares
    Change vs previous 13F -7,896 shares

    1.8% of the 13F portfolio, value $3,739,385.

    13F-HR 0001927129-25-000005 filed by FORTE 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 ended2025-06-30
    13F 65,425 shares
    Change vs previous 13F -22,733 shares

    2.04% of the 13F portfolio, value $4,004,664.

    13F-HR 0001927129-25-000004 filed by FORTE 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 ended2025-03-31
    13F 88,158 shares
    Change vs previous 13F +14,105 shares

    2.08% of the 13F portfolio, value $4,126,676.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT 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 74,053 shares
    Change vs previous 13F -15,652 shares

    2.09% of the 13F portfolio, value $3,928,512.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT 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 89,705 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,241,042.

    13F-HR 0001927129-24-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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