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.
| 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 |
| 2024 Q4 | ADDED | 46,168 | +9,603 | +26.3% | 0.68% | $2.4M | $53.05 |
| 2024 Q3 | REDUCED | 36,565 | -1,390 | -3.7% | 0.41% | $1.3M | $36.13 |
| 2024 Q2 | ADDED | 37,955 | +3,895 | +11.4% | 0.43% | $1.3M | $34.14 |
| 2024 Q1 | INITIATED | 34,060 | — | — | 0.66% | $1.4M | — |
As of 2025 Q4 — sorted by position size