Skip to content
Disclosery

MN Wealth Advisors, LLC: IBIT position timeline

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

MN Wealth Advisors, LLC held 6,058 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,058 shares
    Change vs previous 13F -913 shares

    0.09% of the 13F portfolio, value $201,671.

    13F-HR 0001992972-26-000004 filed by MN Wealth 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 6,971 shares
    Change vs previous 13F +100 shares

    0.13% of the 13F portfolio, value $267,826.

    13F-HR 0001992972-26-000002 filed by MN Wealth 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 6,871 shares
    Change vs previous 13F +605 shares

    0.17% of the 13F portfolio, value $341,145.

    13F-HR 0001992972-26-000001 filed by MN Wealth 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 6,266 shares
    Change vs previous 13F +2,418 shares

    0.22% of the 13F portfolio, value $407,290.

    13F-HR 0001992972-25-000007 filed by MN Wealth 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 3,848 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $235,536.

    13F-HR 0001992972-25-000005 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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