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Leo Wealth, LLC → BTCW

Leo Wealth, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
14
Latest value
$1.8M
Q3 2026
Peak value
$23.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$329K
Q3 2025$23.7M
Q3 2025$5.5M
Q4 2025$393K
Q4 2025$2.5M
Q4 2025$23M
Q4 2025$9.5M
Q1 2026$400K
Q1 2026$3.2M
Q1 2026$17.5M
Q1 2026$10.4M
Q3 2026$394K
Q3 2026$5.4M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M68.3K——
Q3 2026$5.4M107.0K——
Q3 2026$394K8.4K——
Q1 2026$10.4M436.2K——
Q1 2026$17.5M344.2K——
Q1 2026$3.2M80.1K——
Q1 2026$400K7.6K——
Q4 2025$9.5M448.9K——
Q4 2025$23M455.1K——
Q4 2025$2.5M63.4K——
Q4 2025$393K7.6K——
Q3 2025$5.5M256.6K——
Q3 2025$23.7M471.2K——
Q3 2025$329K8.7K——

Other funds holding BTCW

Other Leo Wealth, LLC positions

VGES

VANGUARD WORLD FD

$84M
VGES

VANGUARD WORLD FD

$77.8M
AFRM

AFFIRM HLDGS INC

$68.8M
AFRM

AFFIRM HLDGS INC

$67.6M
GS-PD

GOLDMAN SACHS ETF TR

$60.8M
VGES

VANGUARD WORLD FD

$60.3M
GS-PD

GOLDMAN SACHS ETF TR

$55.4M
VGES

VANGUARD WORLD FD

$49.8M