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BTC Capital Management, Inc.: IX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTC Capital Management, Inc. on IX, newest first. How the timeline and the estimate are built.

BTC Capital Management, Inc. held 106,698 IX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,698 shares
    Change vs previous 13F +54,413 shares

    0.25% of the 13F portfolio, value $4,058,790.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
    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 52,285 shares
    Change vs previous 13F -32,531 shares

    0.11% of the 13F portfolio, value $1,568,028.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, Inc.
    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 84,816 shares
    Change vs previous 13F -24,315 shares

    0.17% of the 13F portfolio, value $2,479,203.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
    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 109,131 shares
    Change vs previous 13F +7,634 shares

    0.2% of the 13F portfolio, value $2,849,951.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, Inc.
    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 101,497 shares
    Change vs previous 13F +3,879 shares

    0.19% of the 13F portfolio, value $2,285,717.

    13F-HR 0001085146-25-003740 filed by BTC Capital Management, Inc.
    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 97,618 shares
    Change vs previous 13F +80,977 shares

    0.19% of the 13F portfolio, value $2,039,240.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
    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 16,641 shares
    Change vs previous 13F +1,791 shares

    0.16% of the 13F portfolio, value $1,760,661.

    13F-HR 0001085146-25-000440 filed by BTC Capital Management, Inc.
    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 14,850 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,723,345.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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