Steward Partners Investment Advisory, LLC
Position in BTCW — WisdomTree Bitcoin Fund
CIK 1723397
STAMFORD, CT
Position in BTCW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$26,174
+$5,321 QoQ
Shares Held
365
+62.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTCW Over Time
Shares Held
Position Value (USD)
All Filings in BTCW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,174 | 365 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $20,853 | 225 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $27,285 | 225 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,699 | 225 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $31,851 | 365 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||