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Waverly Advisors, LLC

Position in BTC — Grayscale Bitcoin Mini Trust ETF

CIK 1568787 BIRMINGHAM, AL

Position in BTC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$732,360
-$93,564 QoQ
Shares Held
28,222
+2.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#111
of 464 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 19% Shared 0% None 81%

Common Shares in BTC Over Time

Shares Held

Position Value (USD)

All Filings in BTC

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $732,360 28,222
2026-03-31 $825,924 27,540
2025-12-31 $574,327 14,829
2025-09-30 $802,637 15,853
2025-06-30 $406,257 8,508
2025-03-31 $309,544 8,483
2024-12-31 $342,915 8,190
2024-09-30 $236,296 41,971