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Ishares Bitcoin Tr shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in Ishares Bitcoin Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Bitcoin Tr by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $740k 11k 65.00
2025-06-30 $61k 993 61.21
2025-03-31 $51k 1.1k 46.81