UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 1463217
IRVING, TX
Position in BTC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$555,018
-$86,408 QoQ
Shares Held
21,388
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#141
of 464 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTC Over Time
Shares Held
Position Value (USD)
All Filings in BTC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,018 | 21,388 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $641,426 | 21,388 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $700,509 | 18,087 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $364,941 | 7,208 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||