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Highland Financial Advisors, LLC: FBTC position timeline

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

Highland Financial Advisors, LLC held 22,085 FBTC shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,085 shares
    Change vs previous 13F +1,554 shares

    0.25% of the 13F portfolio, value $1,127,439.

    13F-HR 0002063364-26-000184 filed by Highland Financial Advisors, 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 20,531 shares
    Change vs previous 13F -1,169 shares

    0.32% of the 13F portfolio, value $1,211,945.

    13F-HR 0002063364-26-000113 filed by Highland Financial Advisors, 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 21,700 shares
    Change vs previous 13F -131 shares

    0.46% of the 13F portfolio, value $1,654,191.

    13F-HR 0002063364-26-000024 filed by Highland Financial Advisors, 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 21,831 shares
    Change vs previous 13F -129 shares

    0.62% of the 13F portfolio, value $2,178,952.

    13F-HR 0002063364-25-000254 filed by Highland Financial Advisors, 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 21,960 shares
    Change vs previous 13F -193 shares

    0.66% of the 13F portfolio, value $2,064,020.

    13F-HR 0002063364-25-000133 filed by Highland Financial Advisors, 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 22,153 shares
    Change vs previous 13F -650 shares

    0.57% of the 13F portfolio, value $1,594,351.

    13F-HR 0002063364-25-000011 filed by Highland Financial Advisors, 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 22,803 shares
    Change vs previous 13F -4,091 shares

    0.64% of the 13F portfolio, value $1,860,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial Advisors, 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 26,894 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,493,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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