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Atwood & Palmer’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Atwood & Palmer’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.28K Hold
197
– – ﹤0.01% 406
2026
Q2 		$5.11K Hold
197
– – ﹤0.01% 405
2026
Q1 		$5.91K Hold
197
– – ﹤0.01% 403
2025
Q4 		$7.63K Hold
197
– – ﹤0.01% 401
2025
Q3 		$9.97K Hold
197
– – ﹤0.01% 387
2025
Q2 		$9.41K Hold
197
– – ﹤0.01% 398
2025
Q1 		$7.19K Hold
197
– – ﹤0.01% 349
2024
Q4 		$8.25K Hold
197
– – ﹤0.01% 354
2024
Q3 		$5.55K Buy
+197
New +$5.25K ﹤0.01% 376

Other funds holding BTC

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Atwood & Palmer's BTC Position: Q3 2026 in Review

Atwood & Palmer held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q3 2026 at 197 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Atwood & Palmer first reported a position in BTC in Q3 2024 and has held it in 9 quarters since. The position peaked at $9.97K in Q3 2025. 27 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • Atwood & Palmer held 197 shares of Grayscale Bitcoin Mini Trust ETF worth $7.28K as of Q3 2026.
  • Atwood & Palmer left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q3 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #406 holding.
  • Atwood & Palmer first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 9 quarters since.
  • Atwood & Palmer's Grayscale Bitcoin Mini Trust ETF position peaked at $9.97K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.