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BKM Wealth Management, LLC → BTCW

BKM Wealth Management, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
6
Latest value
$194K
Q3 2026
Peak value
$5.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.6M
Q1 2026$4.8M
Q2 2026$4.7M
Q2 2026$193K
Q3 2026$5.3M
Q3 2026$194K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$194K2.0K——
Q3 2026$5.3M84.1K——
Q2 2026$193K2.0K——
Q2 2026$4.7M72.4K——
Q1 2026$4.8M79.2K——
Q4 2025$4.6M79.7K——

Other funds holding BTCW

Other BKM Wealth Management, LLC positions

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VANGUARD TAX-MANAGED FDS

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ETHA

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ETHA

ISHARES TR

$13.7M
ETHA

ISHARES TR

$13.6M
AAPL

APPLE INC

$13.1M