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San Luis Wealth Advisors LLC → IBIT
San Luis Wealth Advisors LLC IBIT Position History
iShares Bitcoin Trust ETF • Financial Services
Quarters held
12
Latest value
$725
Q3 2026
Peak value
$5.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $543K |
| Q3 2025 | $760 |
| Q4 2025 | $1.2M |
| Q4 2025 | $79 |
| Q1 2026 | $2.3M |
| Q1 2026 | $591 |
| Q2 2026 | $3.5M |
| Q2 2026 | $305 |
| Q3 2026 | $3.5M |
| Q3 2026 | $305 |
| Q3 2026 | $5.1M |
| Q3 2026 | $725 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $725 | 2.9K | — | — |
| Q3 2026 | $5.1M | 107.1K | — | — |
| Q3 2026 | $305 | 4.8K | — | — |
| Q3 2026 | $3.5M | 105.7K | — | — |
| Q2 2026 | $305 | 4.8K | — | — |
| Q2 2026 | $3.5M | 105.7K | — | — |
| Q1 2026 | $591 | 3.6K | — | — |
| Q1 2026 | $2.3M | 59.8K | — | — |
| Q4 2025 | $79 | 1.1K | — | — |
| Q4 2025 | $1.2M | 24.7K | — | — |
| Q3 2025 | $760 | 3.7K | — | — |
| Q3 2025 | $543K | 8.4K | — | — |