Ownership history in Concentrum Wealth Management · 5 quarters on record
This page tracks every 13F SEC filing in which Concentrum Wealth Management reported a position in ISHARES BITCOIN TRUST ETF (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 | REDUCED | 127,275 | -6,595 | -4.9% | 1.76% | $6.3M | $49.65 |
| 2025 Q3 | ADDED | 133,870 | +19,269 | +16.8% | 2.51% | $8.7M | $65.00 |
| 2025 Q2 | ADDED | 114,601 | +1,205 | +1.1% | 2.20% | $7.0M | $61.21 |
| 2025 Q1 | ADDED | 113,396 | +7,508 | +7.1% | 1.97% | $5.3M | $46.81 |
| 2024 Q4 | INITIATED | 105,888 | — | — | 1.98% | $5.6M | $53.05 |
As of 2025 Q4 — sorted by position size