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Family Legacy Financial Solutions, LLC → BTCW

Family Legacy Financial Solutions, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
4
Latest value
$7M
Q3 2026
Peak value
$16.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$16.4M
Q1 2026$10.6M
Q2 2026$7.6M
Q3 2026$7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7M138.1K——
Q2 2026$7.6M151.7K——
Q1 2026$10.6M210.7K——
Q4 2025$16.4M325.6K——

Other funds holding BTCW

Other Family Legacy Financial Solutions, LLC positions

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SCHWAB U.S. LARGE-CAP ETF

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SCHWAB U.S. LARGE-CAP ETF

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$18.7M
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$13.9M
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SCHWAB U.S. MID-CAP ETF

$13.4M