SEC 13F Intelligence

Clear Point Advisors Inc. / IBIT

Clear Point Advisors Inc.’s Ishares Bitcoin Trust Etf Position

Does Clear Point Advisors Inc. own Ishares Bitcoin Trust Etf (IBIT)? Yes — 60.6K shares worth $4M (+3.37% of its 13F portfolio) as of Q1 2026, up from 675 shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
60.6K
% of Portfolio
+3.37%
Quarters Held
4
currently held

Position History IBIT

Reported value by quarter
Q1 ’24: $54,310Q1 ’24Q2 ’24: $22,191Q2 ’24Q3 ’24: $24,388Q3 ’24Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.6K$4M+3.37%
Q3 2024675$24,388+0.02%
Q2 2024650$22,191+0.02%
Q1 20241.1K$54,310+0.04%

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