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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

IBIT holding history

iShares Bitcoin Trust ETF in every 13F filed by Summit Financial, 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)
218,450
Value
$7.27M
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of IBIT by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026218,450$7.27M0.1%+10,647+5.1%AddedHolders
Q1 2026207,803$7.98M0.1%−56,777−21.5%ReducedHolders
Q4 2025264,580$13.1M0.2%−85,010−24.3%ReducedHolders
Q3 2025349,590$22.7M0.3%+349,590NewHolders