Joseph P. Lucia & Associates, LLC
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 1775391
Yorktown Heights, NY
Position in BTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$612,134
-$140,974 QoQ
Shares Held
23,589
-6.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#132
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 | $612,134 | 23,589 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $753,108 | 25,112 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,006,011 | 25,975 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,317,088 | 26,014 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,121,456 | 23,486 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $784,535 | 21,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $580,862 | 13,873 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $226,106 | 40,161 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||