BWL
BTC

Bogart Wealth LLC’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Bogart Wealth LLC’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
Q2 		$79.8K Buy
3,074
+60
+2% +$1.91K ﹤0.01% 431
2026
Q1 		$90.4K Buy
3,014
+84
+3% +$2.84K ﹤0.01% 370
2025
Q4 		$113K Hold
2,930
– – ﹤0.01% 327
2025
Q3 		$148K Hold
2,930
– – 0.01% 279
2025
Q2 		$140K Hold
2,930
– – 0.01% 283
2025
Q1 		$107K Buy
2,930
+1,715
+141% +$70.8K 0.01% 303
2024
Q4 		$50.9K Buy
1,215
+852
+235% +$31.4K ﹤0.01% 413
2024
Q3 		$10.2K Buy
+363
New +$9.67K ﹤0.01% 695

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Bogart Wealth LLC's BTC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 2% in Q2 2026, buying an estimated $1.91K and bringing the position to 3,074 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Bogart Wealth LLC first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $148K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Bogart Wealth LLC held 3,074 shares of Grayscale Bitcoin Mini Trust ETF worth $79.8K as of Q2 2026.
  • Bogart Wealth LLC bought 60 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.91K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #431 holding.
  • Bogart Wealth LLC first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Bogart Wealth LLC's Grayscale Bitcoin Mini Trust ETF position peaked at $148K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.