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Disclosery

Kathmere Capital Management, LLC: IBIT position timeline

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

Kathmere Capital Management, LLC held 36,320 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 36,320 shares
    Change vs previous 13F -7,341 shares

    0.06% of the 13F portfolio, value $1,209,093.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 43,661 shares
    Change vs previous 13F +1,525 shares

    0.1% of the 13F portfolio, value $1,677,456.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 42,136 shares
    Change vs previous 13F +37,732 shares

    0.14% of the 13F portfolio, value $2,092,052.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 4,404 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $286,260.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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