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Foundation Wealth Management, LLC: IBIT position timeline

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

Foundation Wealth Management, LLC held 108,535 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,535 shares
    Change vs previous 13F +11,417 shares

    2.14% of the 13F portfolio, value $3,613,261.

    13F-HR 0001172661-26-002946 filed by Foundation Wealth 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 97,118 shares
    Change vs previous 13F +21,489 shares

    2.52% of the 13F portfolio, value $3,731,190.

    13F-HR 0001172661-26-001593 filed by Foundation Wealth 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 75,629 shares
    Change vs previous 13F -17,292 shares

    2.48% of the 13F portfolio, value $3,764,098.

    13F-HR 0001172661-26-000315 filed by Foundation Wealth 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 92,921 shares
    Change vs previous 13F +4,011 shares

    3.86% of the 13F portfolio, value $6,039,808.

    13F-HR 0001172661-25-004443 filed by Foundation Wealth 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 88,910 shares
    Change vs previous 13F +5,986 shares

    3.79% of the 13F portfolio, value $5,442,278.

    13F-HR 0001172661-25-002683 filed by Foundation Wealth 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 82,924 shares
    Change vs previous 13F +78,778 shares

    3.04% of the 13F portfolio, value $3,881,734.

    13F-HR 0001172661-25-001527 filed by Foundation Wealth 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 4,146 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $219,907.

    13F-HR 0001172661-25-000559 filed by Foundation Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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