Back to EZBC
Concurrent Investment Advisors, LLC → EZBC
Concurrent Investment Advisors, LLC EZBC Position History
Franklin Bitcoin ETF • Financial Services
Quarters held
21
Latest value
$224K
Q3 2026
Peak value
$10.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $217K |
| Q3 2025 | $8.1M |
| Q3 2025 | $1.3M |
| Q4 2025 | $1K |
| Q4 2025 | $1.4M |
| Q4 2025 | $220K |
| Q4 2025 | $8.7M |
| Q1 2026 | $1.4M |
| Q1 2026 | $235K |
| Q1 2026 | $1K |
| Q1 2026 | $9.6M |
| Q2 2026 | $10.1M |
| Q2 2026 | $1.7M |
| Q2 2026 | $73K |
| Q2 2026 | $1K |
| Q2 2026 | $677K |
| Q2 2026 | $249K |
| Q3 2026 | $1.8M |
| Q3 2026 | $10.4M |
| Q3 2026 | $713K |
| Q3 2026 | $224K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $224K | 2.9K | — | — |
| Q3 2026 | $713K | 16.7K | — | — |
| Q3 2026 | $10.4M | 535.7K | — | — |
| Q3 2026 | $1.8M | 30.8K | — | — |
| Q2 2026 | $249K | 3.2K | — | — |
| Q2 2026 | $677K | 15.8K | — | — |
| Q2 2026 | $1K | 62 | — | — |
| Q2 2026 | $73K | 1.7K | — | — |
| Q2 2026 | $1.7M | 29.7K | — | — |
| Q2 2026 | $10.1M | 500.5K | — | — |
| Q1 2026 | $9.6M | 471.2K | — | — |
| Q1 2026 | $1K | 62 | — | — |
| Q1 2026 | $235K | 3.5K | — | — |
| Q1 2026 | $1.4M | 26.2K | — | — |
| Q4 2025 | $8.7M | 424.8K | — | — |
| Q4 2025 | $220K | 3.2K | — | — |
| Q4 2025 | $1.4M | 25.4K | — | — |
| Q4 2025 | $1K | 62 | — | — |
| Q3 2025 | $1.3M | 23.8K | — | — |
| Q3 2025 | $8.1M | 394.4K | — | — |
| Q3 2025 | $217K | 3.2K | — | — |
Other funds holding EZBC
$486.2M
$428.3M