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EP Wealth Advisors, LLC

Position in BTC — Grayscale Bitcoin Mini Trust ETF

CIK 1540569 TORRANCE, CA

Position in BTC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$292,949
+$17,251 QoQ
Shares Held
11,289
+22.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 464 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 82% Shared 0% None 18%

Common Shares in BTC Over Time

Shares Held

Position Value (USD)

All Filings in BTC

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $292,949 11,289
2026-03-31 $275,698 9,193
2025-12-31 $368,748 9,521
2025-06-30 $648,015 13,571
2025-03-31 $457,767 12,545