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INSIGNEO ADVISORY SERVICES, LLC: IBIT position timeline

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

INSIGNEO ADVISORY SERVICES, LLC held 355,281 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 355,281 shares
    Change vs previous 13F +94,045 shares

    0.44% of the 13F portfolio, value $11,827,304.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, 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 261,236 shares
    Change vs previous 13F +31,033 shares

    0.71% of the 13F portfolio, value $10,036,687.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, 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 230,203 shares
    Change vs previous 13F -36,005 shares

    0.82% of the 13F portfolio, value $11,429,579.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, 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 266,208 shares
    Change vs previous 13F +114,346 shares

    1.22% of the 13F portfolio, value $17,303,520.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, 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 151,862 shares
    Change vs previous 13F +30,788 shares

    0.8% of the 13F portfolio, value $9,295,473.

    13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY SERVICES, 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 121,074 shares
    Change vs previous 13F +3,565 shares

    0.58% of the 13F portfolio, value $5,667,474.

    13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY SERVICES, 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 117,509 shares
    Change vs previous 13F +58,873 shares

    0.64% of the 13F portfolio, value $6,233,852.

    13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, 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 58,636 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,118,519.

    13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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