Skip to content
Disclosery

SHEPHERD KAPLAN KROCHUK, LLC: IBIT position timeline

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

SHEPHERD KAPLAN KROCHUK, LLC held 13,349 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,349 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $444,388.

    13F-HR 0000919574-26-005448 filed by SHEPHERD KAPLAN KROCHUK, 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 13,349 shares
    Change vs previous 13F +65 shares

    0.43% of the 13F portfolio, value $512,869.

    13F-HR 0000919574-26-003276 filed by SHEPHERD KAPLAN KROCHUK, 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 13,284 shares
    Change vs previous 13F +72 shares

    0.54% of the 13F portfolio, value $659,551.

    13F-HR 0000919574-26-000962 filed by SHEPHERD KAPLAN KROCHUK, 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 13,212 shares
    Change vs previous 13F +52 shares

    0.7% of the 13F portfolio, value $858,780.

    13F-HR 0000919574-25-006712 filed by SHEPHERD KAPLAN KROCHUK, 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 13,160 shares
    Change vs previous 13F +11 shares

    0.7% of the 13F portfolio, value $805,524.

    13F-HR 0000919574-25-004649 filed by SHEPHERD KAPLAN KROCHUK, 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 13,149 shares
    Change vs previous 13F +22 shares

    0.53% of the 13F portfolio, value $615,505.

    13F-HR 0000919574-25-003040 filed by SHEPHERD KAPLAN KROCHUK, 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 13,127 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $696,387.

    13F-HR 0000919574-25-001155 filed by SHEPHERD KAPLAN KROCHUK, 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 13,127 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $474,279.

    13F-HR 0000919574-24-006588 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

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