FORTEM FINANCIAL GROUP, LLC
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 1766509
PALM DESERT, CA
Position in BTC
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$263,192
-$58,112 QoQ
Shares Held
8,776
+5.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,192 | 8,776 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $321,304 | 8,296 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $344,081 | 6,796 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $334,297 | 7,001 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $231,346 | 6,340 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $260,012 | 6,210 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $157,640 | 28,000 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||