Smallwood Wealth Investment Management »

Grayscale Bitcoin Ord shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Grayscale Bitcoin Ord (GBTC) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Grayscale Bitcoin Ord

Tip: Access up to 7 years of quarterly data

All positions including Grayscale Bitcoin Ord held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Grayscale Bitcoin Ord by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $128k 1.4k 89.77
2025-06-30 $121k 1.4k 84.83
2025-03-31 $93k 1.4k 65.17

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Grayscale Bitcoin Ord

Horizon Kinetics Asset Management
Multicoin Capital Management
LPL Financial
Susquehanna International
Old Mission Capital
Alkeon Capital Management
Greenwich Wealth Management
HighTower Advisors
Jane Street
Citadel Advisors
Vident Advisory
Wealthfront Advisers
MRM-Horizon Advisors
EagleClaw Capital Managment
Moors & Cabot

View all funds holding Grayscale Bitcoin Ord