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Laidlaw Wealth Management LLC: GBTC position timeline

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

Laidlaw Wealth Management LLC held 0 GBTC shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,695 shares

    13F-HR 0001800608-26-000001 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,695 shares
    Change vs previous 13F +360 shares

    0.79% of the 13F portfolio, value $331,700.

    13F-HR 0001800608-25-000006 filed by Laidlaw 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 ended2025-06-30
    13F 3,335 shares
    Change vs previous 13F +3,335 shares

    0.82% of the 13F portfolio, value $282,908.

    13F-HR 0001800608-25-000003 filed by Laidlaw 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -11,963 shares

    13F-HR 0001800608-25-000002 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 11,963 shares
    Change vs previous 13F -175 shares

    0.39% of the 13F portfolio, value $885,501.

    13F-HR 0001800608-25-000001 filed by Laidlaw 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 ended2024-09-30
    13F 12,138 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $612,969.

    13F-HR 0001800608-24-000005 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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