THEORY FINANCIAL LLC
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 1899158
FORT COLLINS, CO
Position in BTC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,269,448
-$184,347 QoQ
Shares Held
48,919
+0.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
8.54%
of 13F equity value
Holder Rank
#78
of 464 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTC Over Time
Shares Held
Position Value (USD)
All Filings in BTC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,269,448 | 48,919 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,453,795 | 48,476 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,306,061 | 59,542 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,257,787 | 64,345 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,523,989 | 31,916 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||