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Wakefield Asset Management LLLP: IBIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wakefield Asset Management LLLP on IBIT, newest first. How the timeline and the estimate are built.

Wakefield Asset Management LLLP held 64,210 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,210 shares
    Change vs previous 13F +13,353 shares

    0.48% of the 13F portfolio, value $2,137,551.

    13F-HR 0001376474-26-000549 filed by Wakefield Asset Management LLLP
    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 50,857 shares
    Change vs previous 13F +229 shares

    0.52% of the 13F portfolio, value $1,953,926.

    13F-HR 0001376474-26-000366 filed by Wakefield Asset Management LLLP
    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 50,628 shares
    Change vs previous 13F +10,912 shares

    0.68% of the 13F portfolio, value $2,513,681.

    13F-HR 0001376474-26-000128 filed by Wakefield Asset Management LLLP
    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 39,716 shares
    Change vs previous 13F +8,005 shares

    0.7% of the 13F portfolio, value $2,581,540.

    13F-HR 0001376474-25-000920 filed by Wakefield Asset Management LLLP
    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 31,711 shares
    Change vs previous 13F +997 shares

    0.54% of the 13F portfolio, value $1,941,031.

    13F-HR 0001376474-25-000701 filed by Wakefield Asset Management LLLP
    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 30,714 shares
    Change vs previous 13F -9,291 shares

    0.44% of the 13F portfolio, value $1,437,723.

    13F-HR 0001376474-25-000433 filed by Wakefield Asset Management LLLP
    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 40,005 shares
    Change vs previous 13F -192 shares

    0.72% of the 13F portfolio, value $2,122,266.

    13F-HR 0001376474-25-000151 filed by Wakefield Asset Management LLLP
    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 40,197 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,452,318.

    13F-HR 0001376474-24-000643 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

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