GoalVest Advisory’s Osprey Bitcoin Trust OBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.26K Buy
+173
New +$3.99K ﹤0.01% 412

GoalVest Advisory's OBTC Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Osprey Bitcoin Trust (OBTC) in Q2 2026: 173 shares worth $3.26K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings.

1 fund tracked by Wall St. Rank holds OBTC as of Q2 2026.

  • GoalVest Advisory held 173 shares of Osprey Bitcoin Trust worth $3.26K as of Q2 2026.
  • Osprey Bitcoin Trust was a new GoalVest Advisory position in Q2 2026.
  • Osprey Bitcoin Trust made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #412 holding.
  • 1 fund tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.