KINGSWOOD WEALTH ADVISORS, LLC
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 1987855
SAN DIEGO, CA
Position in BTC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,003,884
-$301,357 QoQ
Shares Held
77,221
+0.5% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#63
of 464 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,003,884 | 77,221 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,305,241 | 76,867 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,712,300 | 70,031 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,327,555 | 65,723 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,000,753 | 62,843 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,237,858 | 61,328 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $2,543,476 | 60,747 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,692,541 | 300,629 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||