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Taylor & Morgan Wealth Management, LLC: GBTC position timeline

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

Taylor & Morgan Wealth Management, LLC held 8,274 GBTC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,274 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $534,418.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,274 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $376,632.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan 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 ended2026-03-31
    13F 8,274 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $436,536.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan 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 ended2025-12-31
    13F 8,274 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $565,611.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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