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FLAGSHIP WEALTH ADVISORS, LLC → BTCW

FLAGSHIP WEALTH ADVISORS, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
16
Latest value
$3.8M
Q3 2026
Peak value
$20.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.5M
Q4 2025$1K
Q4 2025$14M
Q4 2025$7.2M
Q1 2026$1.2M
Q1 2026$4.9M
Q1 2026$5.4M
Q2 2026$5M
Q2 2026$1K
Q2 2026$18.2M
Q2 2026$8.3M
Q2 2026$2.3M
Q3 2026$5.3M
Q3 2026$20.5M
Q3 2026$7.8M
Q3 2026$3.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.8M56.0K——
Q3 2026$7.8M80.0K——
Q3 2026$20.5M256.8K——
Q3 2026$5.3M54.5K——
Q2 2026$2.3M34.1K——
Q2 2026$8.3M86.4K——
Q2 2026$18.2M234.0K——
Q2 2026$1K23——
Q2 2026$5M51.8K——
Q1 2026$5.4M64.3K——
Q1 2026$4.9M76.9K——
Q1 2026$1.2M14.5K——
Q4 2025$7.2M80.6K——
Q4 2025$14M196.9K——
Q4 2025$1K23——
Q4 2025$2.5M28.6K——

Other funds holding BTCW

Other FLAGSHIP WEALTH ADVISORS, LLC positions

QQQ

INVESCO QQQ TR

$35.9M
QQQ

INVESCO QQQ TR

$34.9M
VGES

VANGUARD INDEX FDS

$30.2M
VGES

VANGUARD INDEX FDS

$28.6M
QQQ

Invesco QQQ Trust

$27.1M
VGES

Vanguard Growth ETF

$25.1M
VGES

VANGUARD WHITEHALL FDS

$20.4M
FIS

FIDELITY COVINGTON TRUST

$20M
FLAGSHIP WEALTH ADVISORS, LLC BTCW Holdings: 13F Position History | Track13F