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Apriem Advisors: BTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apriem Advisors on BTC, newest first. How the timeline and the estimate are built.

Apriem Advisors held 330,202 BTC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,202 shares
    Change vs previous 13F +43,943 shares

    0.74% of the 13F portfolio, value $8,568,742.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 286,259 shares
    Change vs previous 13F +140,592 shares

    0.82% of the 13F portfolio, value $8,584,907.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 145,667 shares
    Change vs previous 13F +93,713 shares

    0.52% of the 13F portfolio, value $5,641,683.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,954 shares
    Change vs previous 13F +2,267 shares

    0.25% of the 13F portfolio, value $2,630,431.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 49,687 shares
    Change vs previous 13F +330 shares

    0.25% of the 13F portfolio, value $2,372,554.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 49,357 shares
    Change vs previous 13F +31,282 shares

    0.21% of the 13F portfolio, value $1,801,037.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,075 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $756,800.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).