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Comprehensive Financial Planning, Inc./PA → BTCW

Comprehensive Financial Planning, Inc./PA BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
16
Latest value
$27K
Q3 2026
Peak value
$3.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$38K
Q3 2025$2.4M
Q3 2025$17K
Q4 2025$39K
Q4 2025$2.5M
Q4 2025$18K
Q1 2026$40K
Q1 2026$2.7M
Q1 2026$17K
Q2 2026$43K
Q2 2026$3M
Q2 2026$777K
Q2 2026$29K
Q3 2026$43K
Q3 2026$3.1M
Q3 2026$27K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$27K612——
Q3 2026$3.1M31.9K——
Q3 2026$43K446——
Q2 2026$29K613——
Q2 2026$777K20.6K——
Q2 2026$3M31.6K——
Q2 2026$43K445——
Q1 2026$17K612——
Q1 2026$2.7M31.1K——
Q1 2026$40K442——
Q4 2025$18K612——
Q4 2025$2.5M27.8K——
Q4 2025$39K440——
Q3 2025$17K602——
Q3 2025$2.4M27.1K——
Q3 2025$38K438——

Other funds holding BTCW

Other Comprehensive Financial Planning, Inc./PA positions

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JANUS HENDERSON AAA CLO ETF

$8.6M
NVDA

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$8.5M