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MOR Wealth Management, LLC: IBIT position timeline

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

MOR Wealth Management, LLC held 7,938 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,938 shares
    Change vs previous 13F -1,101 shares

    0.11% of the 13F portfolio, value $264,256.

    13F-HR 0002092389-26-000005 filed by MOR Wealth 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 9,039 shares
    Change vs previous 13F -5,042 shares

    0.16% of the 13F portfolio, value $347,278.

    13F-HR 0002092389-26-000003 filed by MOR Wealth 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 14,081 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $699,122.

    13F-HR 0002092389-26-000001 filed by MOR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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