SEC 13F Intelligence

Lm Advisors LLC / IBIT

Lm Advisors LLC’s Ishares Bitcoin Trust Etf Position

Does Lm Advisors LLC own Ishares Bitcoin Trust Etf (IBIT)? Yes — 3.4K shares worth $89,760 (+1.42% of its 13F portfolio) as of Q1 2026, down from 3.7K shares the prior filed quarter.

Position Value
$89,760
Q1 2026
Shares
3.4K
% of Portfolio
+1.42%
Quarters Held
9
currently held

Position History IBIT

Reported value by quarter
Q1 ’24: $527,000Q1 ’24Q2 ’24: $449,000Q3 ’24: $481,000Q3 ’24Q4 ’24: $706,000Q1 ’25: $633,000Q1 ’25Q2 ’25: $897,000Q3 ’25: $3MQ3 ’25Q4 ’25: $74,421Q1 ’26: $89,760Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.4K$89,760+1.42%
Q4 20253.7K$74,421+1.34%
Q3 202544.1K$3M+0.41%
Q2 202514.7K$897,000+0.12%
Q1 202513.5K$633,000+0.11%
Q4 202413.3K$706,000+0.13%
Q3 202413.3K$481,000+0.10%
Q2 202413.2K$449,0000.00%
Q1 202413.0K$527,000+0.08%

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