Modern Wealth Management, LLC
Position in BITW — Bitwise 10 Crypto Index ETF
CIK 2001900
KANSAS CITY, MO
Position in BITW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$415,559
+$83,014 QoQ
Shares Held
11,058
+48.3% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#49
of 121 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in BITW Over Time
Shares Held
Position Value (USD)
All Filings in BITW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,559 | 11,058 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $332,545 | 7,455 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $339,397 | 5,776 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||