Sagace Wealth Management LLC: IBIT position timeline

Sagace Wealth Management LLC held 35,592 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 35,592 shares

   Change vs previous 13F -1,410 shares

   0.75% of the 13F portfolio, value $1,184,858.

   13F-HR 0002027449-26-000003 filed by Sagace Wealth Management LLC
   Filed 2026-08-03 (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 37,002 shares

   Change vs previous 13F -2,862 shares

   0.96% of the 13F portfolio, value $1,421,617.

   13F-HR 0002027449-26-000002 filed by Sagace Wealth Management LLC
   Filed 2026-04-29 (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 39,864 shares

   Change vs previous 13F +1,983 shares

   1.35% of the 13F portfolio, value $1,979,248.

   13F-HR 0002027449-26-000001 filed by Sagace Wealth Management LLC
   Filed 2026-02-02 (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 37,881 shares

   Change vs previous 13F +1,950 shares

   1.68% of the 13F portfolio, value $2,462,265.

   13F-HR 0002027449-25-000007 filed by Sagace Wealth Management LLC
   Filed 2025-10-15 (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 35,931 shares

   Change vs previous 13F not available

   1.64% of the 13F portfolio, value $2,199,337.

   13F-HR 0002027449-25-000004 filed by Sagace Wealth Management LLC
   Filed 2025-07-28 (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).