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Ridgeline Wealth Planning, LLC → EZBC

Ridgeline Wealth Planning, LLC EZBC Position History

Franklin Bitcoin ETF • Financial Services

Quarters held
8
Latest value
$323K
Q3 2026
Peak value
$5.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.4M
Q4 2025$2.1M
Q1 2026$5.5M
Q1 2026$2M
Q2 2026$5.8M
Q2 2026$325K
Q3 2026$5.9M
Q3 2026$323K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$323K5.6K——
Q3 2026$5.9M138.9K——
Q2 2026$325K5.6K——
Q2 2026$5.8M136.7K——
Q1 2026$2M36.3K——
Q1 2026$5.5M138.9K——
Q4 2025$2.1M36.5K——
Q4 2025$5.4M138.8K——

Other funds holding EZBC

Other Ridgeline Wealth Planning, LLC positions

STT-PG

SPDR SERIES TRUST

$43.5M
STT-PG

SPDR SERIES TRUST

$42.1M
STT-PG

SPDR SERIES TRUST

$35.9M
STT-PG

SPDR SERIES TRUST

$34.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M
Ridgeline Wealth Planning, LLC EZBC Holdings: 13F Position History | Track13F