McCollum Christoferson Group LLC IBIT β€” ISHARES BITCOIN TR ETF SHS BEN INT

Ownership history in McCollum Christoferson Group LLC  Β·  3 quarters on record

AI Ownership Summary

McCollum Christoferson Group LLC reported ISHARES BITCOIN TR ETF SHS BEN INT (IBIT) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows IBIT at 0.13% 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 McCollum Christoferson Group LLC's position in ISHARES BITCOIN TR ETF SHS BEN INT, 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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

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 McCollum Christoferson Group 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€” 9,372 +2,727 +41.0% 0.13% $465K 2026-01-09 $51.16
2025 Q3 ADDED β€” β€” β€” 6,645 +2,116 +46.7% 0.12% $432K 2025-11-17 $52.10
2025 Q2 INITIATED β€” β€” β€” 4,529 β€” β€” 0.08% $277K 2025-08-13 $69.84

FAQ About McCollum Christoferson Group 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 McCollum Christoferson Group LLC reported owning IBIT?

McCollum Christoferson Group LLC reported IBIT across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported IBIT position in McCollum Christoferson Group LLC's portfolio?

The largest reported portfolio weight for IBIT was 0.13% in 2025 Q4.

What is the latest reported IBIT position on this page?

The most recent filing on this page is 2025 Q4, when McCollum Christoferson Group LLC reported 9,372 shares, equal to 0.13% of portfolio, with an estimated market value of $465K.

What does the chart on this IBIT ownership page compare?

The chart compares McCollum Christoferson Group 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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