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Vishria Bird Financial Group, LLC: IBIT position timeline

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

Vishria Bird Financial Group, LLC held 123,700 IBIT shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 123,700 shares
    Change vs previous 13F -134 shares

    1.58% of the 13F portfolio, value $8,040,500.

    13F-HR 0002063364-25-000248 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 123,834 shares
    Change vs previous 13F +2,058 shares

    2.52% of the 13F portfolio, value $7,579,879.

    13F-HR 0002063364-25-000097 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 121,776 shares
    Change vs previous 13F -2,074 shares

    1.94% of the 13F portfolio, value $5,700,335.

    13F-HR 0002063364-25-000047 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 123,850 shares
    Change vs previous 13F -443 shares

    2.3% of the 13F portfolio, value $6,570,000.

    13F-HR 0001746438-25-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 124,293 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $4,491,000.

    13F-HR 0001746438-24-000008 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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