DURANTE & WATERS, LLC IBIT β€” ISHARES BITCOIN TRUST ETF

Ownership history in DURANTE & WATERS, LLC  Β·  3 quarters on record

AI Ownership Summary

DURANTE & WATERS, LLC reported ISHARES BITCOIN TRUST ETF (IBIT) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.21% in 2025 Q3. The latest visible filing shows IBIT at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DURANTE & WATERS, LLC's position in ISHARES BITCOIN TRUST ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBIT was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DURANTE & WATERS, LLC held IBIT β€” position size vs. price
% of Fund (quarterly)    IBIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 5,635 +1,175 +26.3% 0.20% $280K 2026-01-30 $47.49
2025 Q3 ADDED β€” β€” β€” 4,460 +500 +12.6% 0.21% $290K 2025-11-05 $58.92
2025 Q2 INITIATED β€” β€” β€” 3,960 β€” β€” 0.19% $242K 2025-07-30 $66.37

FAQ About DURANTE & WATERS, LLC and IBIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has DURANTE & WATERS, LLC reported owning IBIT?

DURANTE & WATERS, LLC reported IBIT across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported IBIT position in DURANTE & WATERS, LLC's portfolio?

The largest reported portfolio weight for IBIT was 0.21% in 2025 Q3.

What is the latest reported IBIT position on this page?

The most recent filing on this page is 2025 Q4, when DURANTE & WATERS, LLC reported 5,635 shares, equal to 0.20% of portfolio, with an estimated market value of $280K.

What does the chart on this IBIT ownership page compare?

The chart compares DURANTE & WATERS, LLC's quarterly IBIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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