SEC 13F Intelligence

Finer Wealth Management, Inc. / IBIT

Finer Wealth Management, Inc.’s Ishares Bitcoin Trust Etf Position

Does Finer Wealth Management, Inc. own Ishares Bitcoin Trust Etf (IBIT)? Yes — 71.4K shares worth $3M (+1.38% of its 13F portfolio) as of Q1 2026, up from 56.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
71.4K
% of Portfolio
+1.38%
Quarters Held
6
currently held

Position History IBIT

Reported value by quarter
Q4 ’24: $252,147Q4 ’24Q1 ’25: $786,221Q1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202671.4K$3M+1.38%
Q4 202556.4K$3M+1.36%
Q3 202544.6K$3M+1.45%
Q2 202539.7K$2M+1.30%
Q1 202516.8K$786,221+0.47%
Q4 20244.8K$252,147+0.14%

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