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HB Wealth Management, LLC: IBIT position timeline

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

HB Wealth Management, LLC held 96,744 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,744 shares
    Change vs previous 13F -1,137 shares

    0.02% of the 13F portfolio, value $3,220,616.

    13F-HR 0001172661-26-002920 filed by HB 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 97,881 shares
    Change vs previous 13F +21,567 shares

    0.02% of the 13F portfolio, value $3,760,588.

    13F-HR 0001172661-26-001543 filed by HB 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 76,314 shares
    Change vs previous 13F +10,654 shares

    0.02% of the 13F portfolio, value $3,788,990.

    13F-HR 0001172661-26-000353 filed by HB 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 65,660 shares
    Change vs previous 13F +11,276 shares

    0.03% of the 13F portfolio, value $4,267,900.

    13F-HR 0001172661-25-004398 filed by HB 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 54,384 shares
    Change vs previous 13F +11,337 shares

    0.03% of the 13F portfolio, value $3,328,845.

    13F-HR 0001172661-25-002644 filed by HB 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 43,047 shares
    Change vs previous 13F +17,782 shares

    0.02% of the 13F portfolio, value $2,015,030.

    13F-HR 0001172661-25-001594 filed by HB 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 25,265 shares
    Change vs previous 13F +14,254 shares

    0.01% of the 13F portfolio, value $1,340,308.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 11,011 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $397,827.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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