Heritage Family Offices, LLP
Family OfficePosition in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 2019316
SCOTTSDALE, AZ
Position in BTC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,332,128
+$1,457,780 QoQ
Shares Held
205,477
+59.1% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
4.55%
of 13F equity value
Holder Rank
#26
of 464 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,332,128 | 205,477 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,874,348 | 129,188 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||