NORTHEAST INVESTMENT MANAGEMENT: IBIT position timeline

NORTHEAST INVESTMENT MANAGEMENT held 18,470 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 18,470 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $614,866.

   13F-HR 0001082215-26-000006 filed by NORTHEAST INVESTMENT MANAGEMENT
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 18,470 shares

   Change vs previous 13F -450 shares

   0.03% of the 13F portfolio, value $709,617.

   13F-HR 0001082215-26-000005 filed by NORTHEAST INVESTMENT MANAGEMENT
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 18,920 shares

   Change vs previous 13F +13,770 shares

   0.04% of the 13F portfolio, value $939,378.

   13F-HR 0001082215-26-000001 filed by NORTHEAST INVESTMENT MANAGEMENT
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,150 shares

   Change vs previous 13F +1,000 shares

   0.01% of the 13F portfolio, value $334,750.

   13F-HR 0001082215-25-000008 filed by NORTHEAST INVESTMENT MANAGEMENT
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,150 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $254,021.

   13F-HR 0001082215-25-000004 filed by NORTHEAST INVESTMENT MANAGEMENT
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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