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Carter Financial Group, INC. → HODL

Carter Financial Group, INC. HODL Position History

VanEck Bitcoin ETF • Financial Services

Quarters held
5
Latest value
$2.6M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.3M
Q4 2025$1.6M
Q1 2026$1.7M
Q2 2026$2.8M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M4.3K——
Q2 2026$2.8M4.3K——
Q1 2026$1.7M4.3K——
Q4 2025$1.6M4.3K——
Q3 2025$1.3M4.0K——

Other funds holding HODL

Other Carter Financial Group, INC. positions

BRK-A

Berkshire Hathaway Inc Class B

$21.4M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$20.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$20.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$20.3M
BRK-A

Berkshire Hathaway Inc Class B

$20M
ETHA

INVESCO EXCH TRADED FD TR II

$13.4M
ETHA

INVESCO EXCH TRADED FD TR II

$13.3M
ETHA

Invesco NASDAQ 100 ETF

$12M