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QTR Family Wealth, LLC: IBIT position timeline

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

QTR Family Wealth, LLC held 30,959 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,959 shares
    Change vs previous 13F -25,957 shares

    0.36% of the 13F portfolio, value $1,030,610.

    13F-HR 0002067954-26-000003 filed by QTR Family Wealth, 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 56,916 shares
    Change vs previous 13F -35,058 shares

    1% of the 13F portfolio, value $2,397,852.

    13F-HR 0002067954-26-000002 filed by QTR Family Wealth, 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 91,974 shares
    Change vs previous 13F -2,704 shares

    1.58% of the 13F portfolio, value $3,584,209.

    13F-HR 0002067954-26-000001 filed by QTR Family Wealth, 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 94,678 shares
    Change vs previous 13F +4,079 shares

    2.92% of the 13F portfolio, value $6,154,040.

    13F-HR 0002067954-25-000004 filed by QTR Family Wealth, 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 90,599 shares
    Change vs previous 13F +61,952 shares

    3.43% of the 13F portfolio, value $5,545,565.

    13F-HR 0002067954-25-000002 filed by QTR Family Wealth, 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 28,647 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,340,966.

    13F-HR 0002067954-25-000001 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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