IBIT — ISHARES BITCOIN TR

Ownership history in Lifeworks Advisors, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC 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
1.4% (2025 Q3)
Avg. % of fund
1.12%
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 166,291 +5,019 +3.1% 1.07% $8.3M $49.65
2025 Q3 ADDED 161,272 +14,464 +9.9% 1.40% $10.5M $65.00
2025 Q2 ADDED 146,808 +5,002 +3.5% 1.34% $9.0M $61.21
2025 Q1 ADDED 141,806 +4,128 +3.0% 1.10% $6.6M $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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