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O'Neil Global Advisors, Inc.: IBIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'Neil Global Advisors, Inc. on IBIT, newest first. How the timeline and the estimate are built.

O'Neil Global Advisors, Inc. held 0 IBIT shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -406,378 shares

    13F-HR 0001861159-26-000001 filed by O'Neil Global Advisors, Inc.
    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.

  2. period ended2025-09-30
    13F 406,378 shares
    Change vs previous 13F -193,933 shares

    4.86% of the 13F portfolio, value $26,415,000.

    13F-HR 0001861159-25-000008 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 600,311 shares
    Change vs previous 13F +451,426 shares

    8.46% of the 13F portfolio, value $36,745,000.

    13F-HR 0001861159-25-000007 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 148,885 shares
    Change vs previous 13F +114,585 shares

    13.18% of the 13F portfolio, value $6,969,000.

    13F-HR 0001861159-25-000002 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 34,300 shares
    Change vs previous 13F +18,900 shares

    0.53% of the 13F portfolio, value $1,820,000.

    13F-HR 0001861159-25-000001 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 15,400 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $556,000.

    13F-HR 0001861159-24-000007 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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