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Whitaker-Myers Wealth Managers, LTD.: BTCW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on BTCW, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 37,995 BTCW 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 37,995 shares
    Change vs previous 13F -6,301 shares

    0.55% of the 13F portfolio, value $3,354,222.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,296 shares
    Change vs previous 13F +5,600 shares

    0.46% of the 13F portfolio, value $2,746,352.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    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 38,696 shares
    Change vs previous 13F +12,389 shares

    0.55% of the 13F portfolio, value $2,774,890.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    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 26,307 shares
    Change vs previous 13F +8,217 shares

    0.51% of the 13F portfolio, value $2,438,133.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,090 shares
    Change vs previous 13F +2,386 shares

    0.48% of the 13F portfolio, value $2,193,774.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,704 shares
    Change vs previous 13F +451 shares

    0.45% of the 13F portfolio, value $1,793,711.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,253 shares
    Change vs previous 13F +12,900 shares

    0.37% of the 13F portfolio, value $1,331,054.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,353 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $232,123.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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