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Ishares Bitcoin Tr shares owned by Heritage Wealth Partners

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by Heritage Wealth Partners from 13F filings

Historical chart of Heritage Wealth Partners investment in Ishares Bitcoin Tr

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All positions including Ishares Bitcoin Tr held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $490k 9.2k 53.05
2024-06-30 $634k 19k 34.14