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PRECEDENT WEALTH PARTNERS, LLC → BTCW

PRECEDENT WEALTH PARTNERS, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
22
Latest value
$822K
Q3 2026
Peak value
$15M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6M
Q4 2025$13M
Q4 2025$365K
Q4 2025$8.2M
Q4 2025$795K
Q1 2026$6M
Q1 2026$12.1M
Q1 2026$392K
Q1 2026$11.1M
Q1 2026$859K
Q2 2026$6.3M
Q2 2026$210K
Q2 2026$12.6M
Q2 2026$456K
Q2 2026$13.2M
Q2 2026$931K
Q3 2026$6.4M
Q3 2026$212K
Q3 2026$12.2M
Q3 2026$420K
Q3 2026$15M
Q3 2026$822K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$822K14.7K——
Q3 2026$15M82.8K——
Q3 2026$420K6.5K——
Q3 2026$12.2M225.4K——
Q3 2026$212K2.2K——
Q3 2026$6.4M57.4K——
Q2 2026$931K15.7K——
Q2 2026$13.2M76.1K——
Q2 2026$456K6.7K——
Q2 2026$12.6M223.4K——
Q2 2026$210K2.2K——
Q2 2026$6.3M55.0K——
Q1 2026$859K16.2K——
Q1 2026$11.1M70.3K——
Q1 2026$392K6.7K——
Q1 2026$12.1M231.2K——
Q1 2026$6M54.8K——
Q4 2025$795K16.0K——
Q4 2025$8.2M57.2K——
Q4 2025$365K6.4K——
Q4 2025$13M251.3K——
Q4 2025$6M59.0K——

Other funds holding BTCW

Other PRECEDENT WEALTH PARTNERS, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$45M
VGES

VANGUARD TAX-MANAGED FDS

$40.9M
VGES

VANGUARD INDEX FDS

$33.2M
VGES

VANGUARD TAX-MANAGED FDS

$32.5M
VGES

VANGUARD INDEX FDS

$30.6M
VGES

VANGUARD TAX-MANAGED FDS

$28.5M
VGES

VANGUARD INDEX FDS

$27.2M
VGES

VANGUARD INDEX FDS

$26M