IBIT — ISHARES BITCOIN TR

Ownership history in Activest Wealth Management  ·  8 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in ISHARES BITCOIN TR (IBIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.86% (2025 Q4)
Avg. % of fund
0.68%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 92,781 +28,436 +44.2% 0.86% $4.6M $49.65
2025 Q3 ADDED 64,345 +6,935 +12.1% 0.85% $4.2M $65.00
2025 Q2 ADDED 57,410 +2,374 +4.3% 0.85% $3.5M $61.21
2025 Q1 ADDED 55,036 +8,868 +19.2% 0.69% $2.6M $46.81
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBIT price (monthly, adj. close)

Other funds also holding IBIT

As of 2025 Q4 — sorted by position size

Copperwood Asset Management LP 100.0% NATIONAL MUTUAL FUNDS MANAGEMENT LTD 100.0% Avenir Tech Ltd 83.36% Verde Servicos Internacionais S.A. 3Y 7Y 21.13% NINE MASTS CAPITAL Ltd 3Y 7Y 16.15% Fortress Investment Group LLC 3Y 7Y 15.43% BSN Capital Partners Ltd 3Y 13.1% HARVARD MANAGEMENT CO INC 3Y 7Y 12.78% Marcho Partners LLP 3Y 11.74% Logan Stone Capital, LLC 3Y 11.0%
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