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VCI Wealth Management LLC: IBIT position timeline

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

VCI Wealth Management LLC held 247,831 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,831 shares
    Change vs previous 13F +12,344 shares

    2.07% of the 13F portfolio, value $8,250,294.

    13F-HR 0002009388-26-000002 filed by VCI Wealth Management 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 235,487 shares
    Change vs previous 13F +83,454 shares

    2.51% of the 13F portfolio, value $9,047,411.

    13F-HR 0002085853-26-000440 filed by VCI Wealth Management 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 152,033 shares
    Change vs previous 13F +21,787 shares

    2.1% of the 13F portfolio, value $7,548,438.

    13F-HR 0002085853-26-000098 filed by VCI Wealth Management 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 130,246 shares
    Change vs previous 13F +6,532 shares

    2.57% of the 13F portfolio, value $8,465,990.

    13F-HR 0002085853-25-000098 filed by VCI Wealth Management 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 123,714 shares
    Change vs previous 13F +7,443 shares

    2.65% of the 13F portfolio, value $7,572,534.

    13F-HR 0001667731-25-001009 filed by VCI Wealth Management 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 116,271 shares
    Change vs previous 13F +3,855 shares

    2.28% of the 13F portfolio, value $5,442,646.

    13F-HR 0001667731-25-000595 filed by VCI Wealth Management 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 112,416 shares
    Change vs previous 13F -30,810 shares

    2.53% of the 13F portfolio, value $5,963,669.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management 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 143,226 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $5,174,755.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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