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Concord Wealth Partners

Position in BTC — Grayscale Bitcoin Mini Trust ETF

CIK 1814214 ABINGDON, VA

Position in BTC

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$227,841
-$35,471 QoQ
Shares Held
8,780
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#243
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
2026-06-30 $227,841 8,780
2026-03-31 $263,312 8,780
2025-12-31 $340,049 8,780
2025-09-30 $189,356 3,740
2025-06-30 $178,585 3,740
2025-03-31 $115,673 3,170
2024-12-31 $132,727 3,170
2024-09-30 $563 100