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Three Magnolias Financial Advisors, LLC → BTCW

Three Magnolias Financial Advisors, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
19
Latest value
$956K
Q3 2026
Peak value
$11.7M
First seen
Q2 2025

Dollar value over time

Show data table
PeriodPosition value
Q2 2025$724K
Q2 2025$956K
Q2 2025$10.4M
Q2 2025$870K
Q3 2025$480K
Q3 2025$11.3M
Q3 2025$892K
Q4 2025$403K
Q4 2025$11.1M
Q4 2025$874K
Q1 2026$322K
Q1 2026$10.8M
Q1 2026$874K
Q2 2026$295K
Q2 2026$11.7M
Q2 2026$718K
Q3 2026$264K
Q3 2026$11.5M
Q3 2026$956K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$956K19.0K——
Q3 2026$11.5M118.2K——
Q3 2026$264K7.0K——
Q2 2026$718K14.3K——
Q2 2026$11.7M122.7K——
Q2 2026$295K7.3K——
Q1 2026$874K17.4K——
Q1 2026$10.8M123.2K——
Q1 2026$322K9.0K——
Q4 2025$874K17.4K——
Q4 2025$11.1M124.2K——
Q4 2025$403K12.0K——
Q3 2025$892K17.7K——
Q3 2025$11.3M126.5K——
Q3 2025$480K14.2K——
Q2 2025$870K17.3K——
Q2 2025$10.4M124.1K——
Q2 2025$956K29.8K——
Q2 2025$724K22.8K——

Other funds holding BTCW

Other Three Magnolias Financial Advisors, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$16.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$14M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$11.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$11M