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Disclosery

HFG Wealth Management, LLC: BTC position timeline

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

HFG Wealth Management, LLC held 118,551 BTC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,551 shares
    Change vs previous 13F -74,846 shares

    3.09% of the 13F portfolio, value $3,076,407.

    13F-HR 0001214659-26-010014 filed by HFG Wealth Management, LLC
    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 193,397 shares
    Change vs previous 13F +34,179 shares

    3.19% of the 13F portfolio, value $5,799,987.

    13F-HR 0001214659-26-004981 filed by HFG Wealth Management, LLC
    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 159,218 shares
    Change vs previous 13F +10,849 shares

    3.4% of the 13F portfolio, value $6,166,498.

    13F-HR 0001214659-26-000528 filed by HFG Wealth Management, LLC
    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/A 148,369 shares
    Change vs previous 13F -26,895 shares

    4.08% of the 13F portfolio, value $7,511,903.

    13F-HR/A 0001214659-25-016505 filed by HFG Wealth Management, LLC
    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 175,264 shares
    Change vs previous 13F -4,163 shares

    3.9% of the 13F portfolio, value $6,395,381.

    13F-HR 0001214659-25-010176 filed by HFG Wealth Management, LLC
    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 179,427 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $7,512,608.

    13F-HR 0001214659-25-005567 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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