PlanVest Financial, Inc
Position in BTC — Grayscale Bitcoin Mini Trust ETF
CIK 2135239
GAITHERSBURG, MD
Position in BTC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$47,151
-$6,561 QoQ
Shares Held
1,817
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#289
of 464 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,151 | 1,817 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $53,712 | 1,791 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||