SEC 13F Intelligence

Brio Consultants, LLC / IBIT

Brio Consultants, LLC’s Ishares Bitcoin Trust Etf Position

Does Brio Consultants, LLC own Ishares Bitcoin Trust Etf (IBIT)? Not currently — the last reported position was 113.4K shares worth $5M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q1 2025
Shares
113.4K
% of Portfolio
+1.97%
Quarters Held
1
position exited

Position History IBIT

Reported value by quarter
Q1 ’25: $5MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025113.4K$5M+1.97%

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