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Stonebridge Wealth Management, LLC → BTCW
Stonebridge Wealth Management, LLC BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
64
Latest value
$27.4M
Q3 2026
Peak value
$27.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $224K |
| Q3 2025 | $9.7M |
| Q3 2025 | $6.8M |
| Q3 2025 | $4.7M |
| Q3 2025 | $7.7M |
| Q3 2025 | $847K |
| Q3 2025 | $7.3M |
| Q3 2025 | $5.5M |
| Q3 2025 | $9.9M |
| Q3 2025 | $1.6M |
| Q3 2025 | $4.1M |
| Q3 2025 | $1.6M |
| Q3 2025 | $20M |
| Q4 2025 | $191K |
| Q4 2025 | $9.4M |
| Q4 2025 | $6.8M |
| Q4 2025 | $4.6M |
| Q4 2025 | $4.9M |
| Q4 2025 | $851K |
| Q4 2025 | $7.6M |
| Q4 2025 | $5.4M |
| Q4 2025 | $9.8M |
| Q4 2025 | $1.5M |
| Q4 2025 | $3.7M |
| Q4 2025 | $1.4M |
| Q4 2025 | $22.6M |
| Q1 2026 | $228K |
| Q1 2026 | $9.3M |
| Q1 2026 | $7M |
| Q1 2026 | $4.8M |
| Q1 2026 | $5.1M |
| Q1 2026 | $867K |
| Q1 2026 | $7.8M |
| Q1 2026 | $6M |
| Q1 2026 | $9.7M |
| Q1 2026 | $1.4M |
| Q1 2026 | $3.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $23.3M |
| Q2 2026 | $265K |
| Q2 2026 | $9.7M |
| Q2 2026 | $7.6M |
| Q2 2026 | $5.2M |
| Q2 2026 | $6M |
| Q2 2026 | $892K |
| Q2 2026 | $8M |
| Q2 2026 | $6.3M |
| Q2 2026 | $10M |
| Q2 2026 | $1.5M |
| Q2 2026 | $3.6M |
| Q2 2026 | $1.4M |
| Q2 2026 | $24.3M |
| Q3 2026 | $9.6M |
| Q3 2026 | $7.6M |
| Q3 2026 | $5.4M |
| Q3 2026 | $5.5M |
| Q3 2026 | $928K |
| Q3 2026 | $8.4M |
| Q3 2026 | $6.6M |
| Q3 2026 | $10.5M |
| Q3 2026 | $1.4M |
| Q3 2026 | $3.3M |
| Q3 2026 | $1.3M |
| Q3 2026 | $27.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.4M | 543.2K | — | — |
| Q3 2026 | $1.3M | 13.5K | — | — |
| Q3 2026 | $3.3M | 59.1K | — | — |
| Q3 2026 | $1.4M | 26.2K | — | — |
| Q3 2026 | $10.5M | 232.3K | — | — |
| Q3 2026 | $6.6M | 95.9K | — | — |
| Q3 2026 | $8.4M | 150.0K | — | — |
| Q3 2026 | $928K | 10.6K | — | — |
| Q3 2026 | $5.5M | 146.1K | — | — |
| Q3 2026 | $5.4M | 96.8K | — | — |
| Q3 2026 | $7.6M | 120.9K | — | — |
| Q3 2026 | $9.6M | 86.0K | — | — |
| Q2 2026 | $24.3M | 482.7K | — | — |
| Q2 2026 | $1.4M | 14.4K | — | — |
| Q2 2026 | $3.6M | 61.1K | — | — |
| Q2 2026 | $1.5M | 27.8K | — | — |
| Q2 2026 | $10M | 227.6K | — | — |
| Q2 2026 | $6.3M | 92.1K | — | — |
| Q2 2026 | $8M | 148.0K | — | — |
| Q2 2026 | $892K | 10.6K | — | — |
| Q2 2026 | $6M | 146.7K | — | — |
| Q2 2026 | $5.2M | 96.1K | — | — |
| Q2 2026 | $7.6M | 117.9K | — | — |
| Q2 2026 | $9.7M | 85.7K | — | — |
| Q2 2026 | $265K | 15.6K | — | — |
| Q1 2026 | $23.3M | 463.0K | — | — |
| Q1 2026 | $1.3M | 14.9K | — | — |
| Q1 2026 | $3.5M | 66.3K | — | — |
| Q1 2026 | $1.4M | 29.4K | — | — |
| Q1 2026 | $9.7M | 222.6K | — | — |
| Q1 2026 | $6M | 91.0K | — | — |
| Q1 2026 | $7.8M | 144.8K | — | — |
| Q1 2026 | $867K | 10.6K | — | — |
| Q1 2026 | $5.1M | 140.6K | — | — |
| Q1 2026 | $4.8M | 95.6K | — | — |
| Q1 2026 | $7M | 117.2K | — | — |
| Q1 2026 | $9.3M | 85.5K | — | — |
| Q1 2026 | $228K | 15.6K | — | — |
| Q4 2025 | $22.6M | 448.8K | — | — |
| Q4 2025 | $1.4M | 15.8K | — | — |
| Q4 2025 | $3.7M | 75.0K | — | — |
| Q4 2025 | $1.5M | 30.8K | — | — |
| Q4 2025 | $9.8M | 228.6K | — | — |
| Q4 2025 | $5.4M | 87.8K | — | — |
| Q4 2025 | $7.6M | 147.7K | — | — |
| Q4 2025 | $851K | 10.5K | — | — |
| Q4 2025 | $4.9M | 146.6K | — | — |
| Q4 2025 | $4.6M | 98.5K | — | — |
| Q4 2025 | $6.8M | 118.3K | — | — |
| Q4 2025 | $9.4M | 92.5K | — | — |
| Q4 2025 | $191K | 15.6K | — | — |
| Q3 2025 | $20M | 398.7K | — | — |
| Q3 2025 | $1.6M | 17.6K | — | — |
| Q3 2025 | $4.1M | 81.3K | — | — |
| Q3 2025 | $1.6M | 34.1K | — | — |
| Q3 2025 | $9.9M | 235.3K | — | — |
| Q3 2025 | $5.5M | 91.1K | — | — |
| Q3 2025 | $7.3M | 149.5K | — | — |
| Q3 2025 | $847K | 10.7K | — | — |
| Q3 2025 | $7.7M | 229.1K | — | — |
| Q3 2025 | $4.7M | 102.6K | — | — |
| Q3 2025 | $6.8M | 119.6K | — | — |
| Q3 2025 | $9.7M | 96.1K | — | — |
| Q3 2025 | $224K | 16.1K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M