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Ishares Bitcoin Tr shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Ishares Bitcoin Tr

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

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Quarterly reported holdings in Ishares Bitcoin Tr by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $354k 7.1k 49.65
2025-09-30 $1.1M 18k 65.00
2025-06-30 $615k 10k 61.21
2025-03-31 $463k 9.9k 46.81
2024-12-31 $43k 807 53.05