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Disclosery

Waldron Private Wealth LLC: FBTC position timeline

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

Waldron Private Wealth LLC held 15,080 FBTC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,080 shares
    Change vs previous 13F +1,710 shares

    0.03% of the 13F portfolio, value $769,836.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 13,370 shares
    Change vs previous 13F +1,166 shares

    0.03% of the 13F portfolio, value $789,231.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 12,204 shares
    Change vs previous 13F +1,806 shares

    0.04% of the 13F portfolio, value $930,312.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 10,398 shares
    Change vs previous 13F +3,578 shares

    0.04% of the 13F portfolio, value $1,037,823.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 6,820 shares
    Change vs previous 13F +1,190 shares

    0.03% of the 13F portfolio, value $641,012.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 5,630 shares
    Change vs previous 13F -545 shares

    0.02% of the 13F portfolio, value $405,192.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 6,175 shares
    Change vs previous 13F -11,060 shares

    0.02% of the 13F portfolio, value $503,728.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
    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 17,235 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $957,047.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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