IBIT — ISHARES BITCOIN TRUST ETF

Ownership history in Obermeyer Wealth Partners  ·  4 quarters on record

This page tracks every 13F SEC filing in which Obermeyer Wealth Partners 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.

Peak position
0.02% (2025 Q2)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,958 -1,252 -24.0% 0.01% $257K $65.00
2025 Q2 ADDED 5,210 +822 +18.7% 0.02% $319K $61.21
2025 Q1 UNCHANGED 4,388 — 0% 0.01% $205K $46.81
2024 Q4 INITIATED 4,388 — — 0.01% $233K $53.05
% 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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