Integrated Wealth Concepts LLC
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 1737109
WALTHAM, MA
Position in BTC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$667,693
+$129,493 QoQ
Shares Held
25,730
+43.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 464 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,693 | 25,730 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $538,200 | 17,946 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $793,771 | 20,495 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,412,526 | 27,899 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,046,250 | 21,911 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $731,369 | 20,043 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $791,594 | 18,906 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $206,930 | 36,755 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||