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WMG Financial Advisors, LLC: IBIT position timeline

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

WMG Financial Advisors, LLC held 34,033 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,033 shares
    Change vs previous 13F -15,851 shares

    0.43% of the 13F portfolio, value $1,132,959.

    13F-HR 0002085853-26-000819 filed by WMG Financial Advisors, 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 49,884 shares
    Change vs previous 13F +8,453 shares

    0.8% of the 13F portfolio, value $1,916,543.

    13F-HR 0002085853-26-000472 filed by WMG Financial Advisors, 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 41,431 shares
    Change vs previous 13F +18,720 shares

    0.85% of the 13F portfolio, value $2,057,049.

    13F-HR 0002085853-26-000115 filed by WMG Financial Advisors, 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 22,711 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,476,215.

    13F-HR 0002085853-25-000146 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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