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Ascentis Wealth Management, LLC: GBTC position timeline

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

Ascentis Wealth Management, LLC held 678 GBTC shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 678 shares
    Change vs previous 13F -18,887 shares

    <0.01% of the 13F portfolio, value $30,862.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 678 shares

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

  2. period ended2026-03-31
    13F 19,565 shares
    Change vs previous 13F +10,733 shares

    0.06% of the 13F portfolio, value $1,032,247.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 18,887 shares
    • Ascentis Wealth Management, LLC: 678 shares

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

  3. period ended2025-12-31
    13F 8,832 shares
    Change vs previous 13F -1,165 shares

    0.06% of the 13F portfolio, value $603,754.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,990 shares
    • Ascentis Wealth Management, LLC: 842 shares

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

  4. period ended2025-09-30
    13F 9,997 shares
    Change vs previous 13F -148 shares

    0.08% of the 13F portfolio, value $897,428.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,012 shares
    • Ascentis Wealth Management, LLC: 985 shares

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

  5. period ended2025-06-30
    13F 10,145 shares
    Change vs previous 13F -375 shares

    0.09% of the 13F portfolio, value $858,756.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,160 shares
    • Ascentis Wealth Management, LLC: 985 shares

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

  6. period ended2025-03-31
    13F 10,520 shares
    Change vs previous 13F +924 shares

    0.08% of the 13F portfolio, value $688,058.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,278 shares
    • Ascentis Wealth Management, LLC: 1,242 shares

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

  7. period ended2024-12-31
    13F 9,596 shares
    Change vs previous 13F +626 shares

    0.08% of the 13F portfolio, value $710,294.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,611 shares
    • Ascentis Wealth Management, LLC: 985 shares

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

  8. period ended2024-09-30
    13F/A 8,970 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $452,985.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,067 shares
    • Ascentis Wealth Management, LLC: 903 shares

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