Smallwood Wealth Investment Management, LLC
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 1921304
RED BANK, NJ
Position in BTC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$20,085
+$13,968 QoQ
Shares Held
774
+279.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#313
of 464 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,085 | 774 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,117 | 204 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,900 | 204 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,328 | 204 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,741 | 204 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $7,443 | 204 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||