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HFG Wealth Management, LLC: GBTC position timeline

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

HFG Wealth Management, LLC held 11,320 GBTC 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 11,320 shares
    Change vs previous 13F -30,332 shares

    0.52% of the 13F portfolio, value $515,286.

    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 41,652 shares
    Change vs previous 13F -1,368 shares

    1.21% of the 13F portfolio, value $2,197,560.

    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 43,020 shares
    Change vs previous 13F -2,102 shares

    1.62% of the 13F portfolio, value $2,940,847.

    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 45,122 shares
    Change vs previous 13F -3,843 shares

    2.2% of the 13F portfolio, value $4,050,602.

    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 48,965 shares
    Change vs previous 13F -426 shares

    1.95% of the 13F portfolio, value $3,191,036.

    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 49,391 shares
    Change vs previous 13F -3,531 shares

    2.21% of the 13F portfolio, value $3,655,907.

    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).

  7. period ended2024-12-31
    13F 52,922 shares
    Change vs previous 13F -107,695 shares

    1.73% of the 13F portfolio, value $2,672,551.

    13F-HR 0001214659-25-000469 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).

  8. period ended2024-09-30
    13F 160,617 shares
    Change vs previous 13F not available

    5.45% of the 13F portfolio, value $8,551,237.

    13F-HR 0001214659-24-017164 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).