Foundation Wealth Management, LLC
EndowmentPosition in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 1966351
Clayton, MO
Position in BTC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,008,365
+$216,719 QoQ
Shares Held
38,858
+47.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
4.47%
of 13F equity value
Holder Rank
#96
of 464 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,365 | 38,858 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $791,646 | 26,397 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,297,997 | 33,514 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||