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Base Wealth Management LLC → EZBC

Base Wealth Management LLC EZBC Position History

Franklin Bitcoin ETF • Financial Services

Quarters held
5
Latest value
$10.6M
Q3 2026
Peak value
$10.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.6M
Q1 2026$9.2M
Q2 2026$10.3M
Q3 2026$10.6M
Q3 2026$10.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.6M372.5K——
Q3 2026$10.6M372.5K——
Q2 2026$10.3M356.5K——
Q1 2026$9.2M319.3K——
Q4 2025$9.6M341.9K——

Other funds holding EZBC

Other Base Wealth Management LLC positions

VGES

VANGUARD INDEX FDS

$31.7M
VGES

VANGUARD INDEX FDS

$30.3M
VGES

VANGUARD INDEX FDS

$30.3M
VGES

VANGUARD INDEX FDS

$29.6M
VGES

VANGUARD INDEX FDS

$28.1M
ETHA

ISHARES TR

$18M
ETHA

ISHARES TR

$18M
PDI

PIMCO ETF TR

$17.4M