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Livermore
Livermore
ZHEN

LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

IBIT holding history

iShares Bitcoin Trust ETF in every 13F filed by LWM Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBIT overviewAll 13F holders of IBITFull Q2 2026 holdings

Shares (Q2 2026)
14,875
Value
$495.2K
% of portfolio
0.9%
Quarters held
9
Since Q2 2024
Holdings of IBIT by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,875$495.2K0.9%00.0%UnchangedHolders
Q1 202614,875$571.5K0.6%−164−1.1%ReducedHolders
Q4 202515,039$746.7K0.4%+164+1.1%AddedHolders
Q3 202514,875$966.9K0.6%00.0%UnchangedHolders
Q2 202514,875$910.5K0.6%00.0%UnchangedHolders
Q1 202514,875$696.3K0.5%00.0%UnchangedHolders
Q4 202414,875$789.1K0.5%00.0%UnchangedHolders
Q3 202414,875$537.4K0.4%00.0%UnchangedHolders
Q2 202414,875$507.8K0.4%+14,875NewHolders