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Harbor Investment Advisory’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Harbor Investment Advisory’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 		$152K Hold
4,107
– – 0.01% 482
2026
Q2 		$107K Buy
4,107
+1,197
+41% +$38K 0.01% 541
2026
Q1 		$87.3K Sell
2,910
-1,580
-35% -$53.4K 0.01% 529
2025
Q4 		$174K Buy
4,490
+2,740
+157% +$121K 0.01% 424
2025
Q3 		$88.6K Buy
1,750
+800
+84% +$40.6K 0.01% 526
2025
Q2 		$45.4K Hold
950
– – ﹤0.01% 649
2025
Q1 		$34.7K Hold
950
– – ﹤0.01% 675
2024
Q4 		$39.8K Buy
+950
New +$35K ﹤0.01% 641

Other funds holding BTC

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 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
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Harbor Investment Advisory's BTC Position: Q3 2026 in Review

Harbor Investment Advisory held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q3 2026 at 4,107 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #482.

Harbor Investment Advisory first reported a position in BTC in Q4 2024 and has held it in 8 quarters since. The position peaked at $174K in Q4 2025. 44 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • Harbor Investment Advisory held 4,107 shares of Grayscale Bitcoin Mini Trust ETF worth $152K as of Q3 2026.
  • Harbor Investment Advisory left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q3 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #482 holding.
  • Harbor Investment Advisory first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 8 quarters since.
  • Harbor Investment Advisory's Grayscale Bitcoin Mini Trust ETF position peaked at $174K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.