SEC 13F Intelligence

Palumbo Wealth Management LLC / IBIT

Palumbo Wealth Management LLC’s Ishares Bitcoin Trust Etf Position

Does Palumbo Wealth Management LLC own Ishares Bitcoin Trust Etf (IBIT)? Yes — 126.1K shares worth $5M (+1.18% of its 13F portfolio) as of Q1 2026, up from 50.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
126.1K
% of Portfolio
+1.18%
Quarters Held
6
currently held

Position History IBIT

Reported value by quarter
Q4 ’24: $657,661Q4 ’24Q1 ’25: $987,926Q1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026126.1K$5M+1.18%
Q4 202550.6K$3M+0.62%
Q3 2025142.0K$9M+2.95%
Q2 202548.8K$3M+0.92%
Q1 202521.1K$987,926+0.33%
Q4 202412.4K$657,661+0.25%

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