Skip to main content

Forte Asset Management LLC

SEC CIK
0001927129
Latest filing
Jul 21, 2026

IBIT holding history

iShares Bitcoin Trust ETF in every 13F filed by Forte Asset Management 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)
164,770
Value
$5.49M
% of portfolio
2.2%
Quarters held
9
Since Q2 2024
Holdings of IBIT by Forte Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026164,770$5.49M2.2%+31,875+24.0%AddedHolders
Q1 2026132,895$5.11M2.2%+34,972+35.7%AddedHolders
Q4 202597,923$4.86M2.2%+40,394+70.2%AddedHolders
Q3 202557,529$3.74M1.8%−7,896−12.1%ReducedHolders
Q2 202565,425$4.00M2.0%−22,733−25.8%ReducedHolders
Q1 202588,158$4.13M2.1%+14,105+19.0%AddedHolders
Q4 202474,053$3.93M2.1%−15,652−17.4%ReducedHolders
Q3 202489,705$3.24M1.7%+61,966+223.4%AddedHolders
Q2 202427,739$947.0K0.6%+27,739NewHolders