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Disclosery

Sara-Bay Financial: IBIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sara-Bay Financial on IBIT, newest first. How the timeline and the estimate are built.

Sara-Bay Financial held 239,691 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,691 shares
    Change vs previous 13F -1,244 shares

    2.13% of the 13F portfolio, value $7,979,313.

    13F-HR 0001816444-26-000003 filed by Sara-Bay Financial
    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 240,935 shares
    Change vs previous 13F -6,961 shares

    2.78% of the 13F portfolio, value $9,256,723.

    13F-HR 0001816444-26-000002 filed by Sara-Bay Financial
    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 247,896 shares
    Change vs previous 13F +46,623 shares

    3.69% of the 13F portfolio, value $12,352,657.

    13F-HR 0001816444-26-000001 filed by Sara-Bay Financial
    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 201,273 shares
    Change vs previous 13F +6,373 shares

    3.66% of the 13F portfolio, value $13,082,745.

    13F-HR 0001816444-25-000006 filed by Sara-Bay Financial
    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 194,900 shares
    Change vs previous 13F -3,102 shares

    4.27% of the 13F portfolio, value $11,929,829.

    13F-HR 0001816444-25-000003 filed by Sara-Bay Financial
    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 198,002 shares
    Change vs previous 13F +191,777 shares

    4.16% of the 13F portfolio, value $9,416,975.

    13F-HR 0001816444-25-000002 filed by Sara-Bay Financial
    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 6,225 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $333,348.

    13F-HR 0001816444-25-000001 filed by Sara-Bay Financial
    Filed (acceptance time not in the bulk data set), ingested

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