PARTNERS WEALTH MANAGEMENT, LLC: IBIT position timeline

PARTNERS WEALTH MANAGEMENT, LLC held 0 IBIT shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -11,956 shares

   13F-HR 0001214659-26-000618 filed by PARTNERS WEALTH MANAGEMENT, LLC
   Filed 2026-01-20 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 11,956 shares

   Change vs previous 13F +7,631 shares

   0.77% of the 13F portfolio, value $777,139.

   13F-HR 0001214659-25-015484 filed by PARTNERS WEALTH MANAGEMENT, LLC
   Filed 2025-10-29 (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).

3. period ended2025-06-30

   13F 4,325 shares

   Change vs previous 13F +41 shares

   0.24% of the 13F portfolio, value $208,897.

   13F-HR 0001214659-25-010743 filed by PARTNERS WEALTH MANAGEMENT, LLC
   Filed 2025-07-22 (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).

4. period ended2025-03-31

   13F 4,284 shares

   Change vs previous 13F +269 shares

   0.23% of the 13F portfolio, value $200,533.

   13F-HR 0001214659-25-006036 filed by PARTNERS WEALTH MANAGEMENT, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 4,015 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $212,995.

   13F-HR 0001214659-25-001854 filed by PARTNERS WEALTH MANAGEMENT, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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