Skip to content
Disclosery

National Wealth Management Group, LLC: FBTC position timeline

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

National Wealth Management Group, LLC held 14,286 FBTC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,286 shares
    Change vs previous 13F -2,162 shares

    0.23% of the 13F portfolio, value $729,300.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 16,448 shares
    Change vs previous 13F -1,186 shares

    0.36% of the 13F portfolio, value $970,925.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 17,634 shares
    Change vs previous 13F +8,469 shares

    0.47% of the 13F portfolio, value $1,344,240.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 9,165 shares
    Change vs previous 13F +4,596 shares

    0.34% of the 13F portfolio, value $914,759.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 4,569 shares
    Change vs previous 13F +244 shares

    0.24% of the 13F portfolio, value $429,440.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 4,325 shares
    Change vs previous 13F +750 shares

    0.2% of the 13F portfolio, value $311,270.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 3,575 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $291,649.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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