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Disclosery

Proficio Capital Partners LLC: IBIT position timeline

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

Proficio Capital Partners LLC held 505,612 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 505,612 shares
    Change vs previous 13F +402,567 shares

    0.6% of the 13F portfolio, value $16,831,837.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 103,045 shares
    Change vs previous 13F -132,909 shares

    0.21% of the 13F portfolio, value $3,958,989.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 235,954 shares
    Change vs previous 13F -145,641 shares

    0.82% of the 13F portfolio, value $11,715,116.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 381,595 shares
    Change vs previous 13F -3,537,685 shares

    1.7% of the 13F portfolio, value $24,803,675.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,919,280 shares
    Change vs previous 13F +3,771,450 shares

    1.74% of the 13F portfolio, value $27,913,596.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 147,830 shares
    Change vs previous 13F +14,025 shares

    0.54% of the 13F portfolio, value $7,003,534.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 133,805 shares
    Change vs previous 13F +62,360 shares

    0.58% of the 13F portfolio, value $7,098,355.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 71,445 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,581,308.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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