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Ishares Bitcoin Tr shares owned by LWM Advisory Services

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services investment in Ishares Bitcoin Tr

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All positions including Ishares Bitcoin Tr held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $967k 15k 65.00
2025-06-30 $911k 15k 61.21
2025-03-31 $696k 15k 46.81
2024-12-31 $789k 15k 53.05
2024-09-30 $537k 15k 36.13
2024-06-30 $508k 15k 34.14