EWA
OBTC

EverSource Wealth Advisors’s Osprey Bitcoin Trust OBTC Stock Holding History

EverSource Wealth Advisors’s Portfolio OBTC Stock Details OBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88K Hold
100
– – ﹤0.01% 3744
2026
Q1 		$2.18K Hold
100
– – ﹤0.01% 3613
2025
Q4 		$2.82K Buy
+100
New +$2.82K ﹤0.01% 3366

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EverSource Wealth Advisors's OBTC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Osprey Bitcoin Trust (OBTC) position steady in Q2 2026 at 100 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3744.

EverSource Wealth Advisors first reported a position in OBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.82K in Q4 2025. 2 funds tracked by Wall St. Rank hold OBTC as of Q2 2026.

  • EverSource Wealth Advisors held 100 shares of Osprey Bitcoin Trust worth $1.88K as of Q2 2026.
  • EverSource Wealth Advisors left its Osprey Bitcoin Trust share count unchanged in Q2 2026.
  • Osprey Bitcoin Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3744 holding.
  • EverSource Wealth Advisors first reported a position in Osprey Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Osprey Bitcoin Trust position peaked at $2.82K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2026.

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