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Concord Wealth Partners → BTCW
Concord Wealth Partners BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
17
Latest value
$10K
Q3 2026
Peak value
$13.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18K |
| Q3 2025 | $12.1M |
| Q3 2025 | $10K |
| Q3 2025 | $2K |
| Q4 2025 | $18K |
| Q4 2025 | $11.8M |
| Q4 2025 | $10K |
| Q4 2025 | $1K |
| Q1 2026 | $12.5M |
| Q2 2026 | $10K |
| Q2 2026 | $13.3M |
| Q2 2026 | $12K |
| Q2 2026 | $2K |
| Q3 2026 | $11K |
| Q3 2026 | $12.7M |
| Q3 2026 | $12K |
| Q3 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10K | 210 | — | — |
| Q3 2026 | $12K | 253 | — | — |
| Q3 2026 | $12.7M | 234.9K | — | — |
| Q3 2026 | $11K | 251 | — | — |
| Q2 2026 | $2K | 50 | — | — |
| Q2 2026 | $12K | 253 | — | — |
| Q2 2026 | $13.3M | 234.6K | — | — |
| Q2 2026 | $10K | 251 | — | — |
| Q1 2026 | $12.5M | 237.2K | — | — |
| Q4 2025 | $1K | 50 | — | — |
| Q4 2025 | $10K | 253 | — | — |
| Q4 2025 | $11.8M | 229.0K | — | — |
| Q4 2025 | $18K | 466 | — | — |
| Q3 2025 | $2K | 50 | — | — |
| Q3 2025 | $10K | 253 | — | — |
| Q3 2025 | $12.1M | 232.0K | — | — |
| Q3 2025 | $18K | 466 | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M