Skip to content
Disclosery

Lewis Asset Management, LLC: IBIT position timeline

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

Lewis Asset Management, LLC held 6,368 IBIT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,368 shares
    Change vs previous 13F +6,368 shares

    0.1% of the 13F portfolio, value $301,461.

    13F-HR 0002004520-26-000005 filed by Lewis Asset Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,068 shares

    13F-HR 0002004520-26-000002 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 4,068 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $201,976.

    13F-HR 0002004520-26-000001 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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