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Disclosery

THEORY FINANCIAL LLC: BTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THEORY FINANCIAL LLC on BTC, newest first. How the timeline and the estimate are built.

THEORY FINANCIAL LLC held 48,919 BTC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,919 shares
    Change vs previous 13F +443 shares

    0.4% of the 13F portfolio, value $1,269,448.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 48,476 shares
    Change vs previous 13F -11,066 shares

    0.51% of the 13F portfolio, value $1,453,795.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 59,542 shares
    Change vs previous 13F -4,803 shares

    0.78% of the 13F portfolio, value $2,307,253.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 64,345 shares
    Change vs previous 13F +32,429 shares

    1.11% of the 13F portfolio, value $3,159,340.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 31,916 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,650,057.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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