Curtis Wealth Management LLC

SEC CIK: 0002108708
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

IBIT holding history

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

IBIT overview All 13F holders of IBIT Full Q2 2026 holdings

Shares (Q2 2026): 19,793
Value: $658.9K
% of portfolio: 0.6%
Quarters held: 3; Since Q4 2025

Holdings of IBIT by Curtis Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,793	$658.9K	0.6%	+705+3.7%	Added	Holders
Q1 2026	19,088	$733.4K	0.7%	+5,270+38.1%	Added	Holders
Q4 2025	13,818	$686.1K	0.6%	–	No prior filing	Holders