WealthPlan Investment Management, LLC
Position in GBTC — Grayscale Bitcoin Trust ETF
CIK 1929986
OMAHA, NE
Position in GBTC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,596,659
-$148,589 QoQ
Shares Held
35,076
+6.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#92
of 598 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GBTC Over Time
Shares Held
Position Value (USD)
All Filings in GBTC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,596,659 | 35,076 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,745,248 | 33,079 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,003,699 | 29,311 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,885,566 | 32,144 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,747,389 | 32,387 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,119,523 | 32,523 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,381,815 | 32,178 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,641,603 | 32,507 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,563,388 | 32,507 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,995,474 | 34,969 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||