SEC 13F Intelligence

Allen Investment Management, LLC / IBIT

Allen Investment Management, LLC’s Ishares Bitcoin Trust Etf Position

Does Allen Investment Management, LLC own Ishares Bitcoin Trust Etf (IBIT)? Yes — 892.3K shares worth $34M (+0.42% of its 13F portfolio) as of Q1 2026, down from 895.9K shares the prior filed quarter.

Position Value
$34M
Q1 2026
Shares
892.3K
% of Portfolio
+0.42%
Quarters Held
5
currently held

Position History IBIT

Reported value by quarter
Q1 ’25: $1MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $52MQ3 ’25Q4 ’25: $44MQ4 ’25Q1 ’26: $34MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026892.3K$34M+0.42%
Q4 2025895.9K$44M+0.49%
Q3 2025795.3K$52M+0.57%
Q2 2025124.4K$8M+0.08%
Q1 202523.9K$1M+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allen Investment Management, LLC’s full portfolio or all institutional holders of IBIT.