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Leading Edge Financial Planning LLC → BTCW

Leading Edge Financial Planning LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
5
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.9M
Q4 2025$2.1M
Q1 2026$2.1M
Q2 2026$2.6M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M43.7K——
Q2 2026$2.6M43.8K——
Q1 2026$2.1M39.9K——
Q4 2025$2.1M37.5K——
Q3 2025$1.9M35.4K——

Other funds holding BTCW

Other Leading Edge Financial Planning LLC positions

STT-PG

SPDR SERIES TRUST

$90.2M
STT-PG

SPDR SERIES TRUST

$86.7M
STT-PG

SPDR SERIES TRUST

$70M
STT-PG

SPDR SERIES TRUST

$66.7M
STT-PG

SPDR SERIES TRUST

$60.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$50.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$41.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.8M