Concurrent Investment Advisors, LLC
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 2001015
Tampa, FL
Position in BTC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$480,749
+$167,415 QoQ
Shares Held
18,526
+77.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#156
of 464 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,749 | 18,526 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $313,334 | 10,448 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $323,549 | 8,354 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $306,767 | 6,059 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||