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Key Client Fiduciary Advisors, LLC: IBIT position timeline

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

Key Client Fiduciary Advisors, LLC held 46,632 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,632 shares
    Change vs previous 13F +23,136 shares

    0.45% of the 13F portfolio, value $1,552,379.

    13F-HR 0002085853-26-000672 filed by Key Client Fiduciary Advisors, 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 23,496 shares
    Change vs previous 13F +5,113 shares

    0.31% of the 13F portfolio, value $902,716.

    13F-HR 0002085853-26-000300 filed by Key Client Fiduciary Advisors, 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 18,383 shares
    Change vs previous 13F -2,425 shares

    0.32% of the 13F portfolio, value $912,716.

    13F-HR 0002085853-26-000118 filed by Key Client Fiduciary Advisors, 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 20,808 shares
    Change vs previous 13F +2,253 shares

    0.46% of the 13F portfolio, value $1,352,520.

    13F-HR 0002085853-25-000085 filed by Key Client Fiduciary Advisors, 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 18,555 shares
    Change vs previous 13F +1,908 shares

    0.47% of the 13F portfolio, value $1,135,752.

    13F-HR 0001667731-25-000758 filed by Key Client Fiduciary Advisors, 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 16,647 shares
    Change vs previous 13F +1,673 shares

    0.36% of the 13F portfolio, value $779,246.

    13F-HR 0001667731-25-000398 filed by Key Client Fiduciary Advisors, 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 14,974 shares
    Change vs previous 13F +8,522 shares

    0.36% of the 13F portfolio, value $794,371.

    13F-HR 0001667731-25-000057 filed by Key Client Fiduciary Advisors, 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 6,452 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $233,111.

    13F-HR 0001912612-24-000004 filed by Key Client Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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