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TRUE Private Wealth Advisors: GBTC position timeline

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

TRUE Private Wealth Advisors held 22,162 GBTC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,162 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $1,008,800.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 22,151 shares
    Change vs previous 13F +34 shares

    0.11% of the 13F portfolio, value $1,168,723.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 22,117 shares
    Change vs previous 13F -40 shares

    0.15% of the 13F portfolio, value $1,511,935.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 22,157 shares
    Change vs previous 13F +300 shares

    0.2% of the 13F portfolio, value $1,989,055.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 21,857 shares
    Change vs previous 13F -550 shares

    0.21% of the 13F portfolio, value $1,854,150.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 22,407 shares
    Change vs previous 13F -311 shares

    0.18% of the 13F portfolio, value $1,460,280.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 22,718 shares
    Change vs previous 13F -1,141 shares

    0.2% of the 13F portfolio, value $1,681,588.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 23,859 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,204,900.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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