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NEOS Investment Management LLC: IBIT position timeline

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

NEOS Investment Management LLC held 5,424,563 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,424,563 shares
    Change vs previous 13F +1,933,888 shares

    0.67% of the 13F portfolio, value $180,583,702.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 3,490,675 shares
    Change vs previous 13F +1,340,068 shares

    0.68% of the 13F portfolio, value $134,111,734.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 2,150,607 shares
    Change vs previous 13F +2,004,557 shares

    0.62% of the 13F portfolio, value $106,777,638.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 146,050 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $9,493,250.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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