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ATX Financial Planning, LLC → BTC

ATX Financial Planning, LLC BTC Position History

Grayscale Bitcoin Mini Trust ETF • Financial Services

Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.5M
Q1 2026$1.3M
Q2 2026$1.1M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M35.7K——
Q2 2026$1.1M42.8K——
Q1 2026$1.3M42.5K——
Q4 2025$1.5M38.1K——

Other funds holding BTC

Other ATX Financial Planning, LLC positions

STT-PG

SPDR SERIES TRUST

$13.4M
ETHA

INVESCO EXCH TRADED FD TR II

$10.4M
ETHA

INVESCO EXCH TRADED FD TR II

$8.5M
STT-PG

SPDR SERIES TRUST

$8.4M
VGES

VANGUARD SCOTTSDALE FDS

$8.1M
ETHA

ISHARES TR

$7.7M
ETHA

INVESCO EXCH TRADED FD TR II

$7M
VGES

VANGUARD SCOTTSDALE FDS

$6.7M