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Wealth Group Ltd: IBIT position timeline

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

Wealth Group Ltd held 22,732 IBIT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,732 shares
    Change vs previous 13F +11,833 shares

    0.2% of the 13F portfolio, value $1,084,998.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,899 shares
    Change vs previous 13F +2,364 shares

    0.07% of the 13F portfolio, value $362,828.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,535 shares
    Change vs previous 13F -4,389 shares

    0.07% of the 13F portfolio, value $327,915.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,924 shares
    Change vs previous 13F +6,530 shares

    0.14% of the 13F portfolio, value $641,677.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,394 shares
    Change vs previous 13F +2,378 shares

    0.1% of the 13F portfolio, value $415,610.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,016 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $245,819.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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