Ballew Advisors, Inc HODL — VANECK BITCOIN ETF

Ownership history in Ballew Advisors, Inc  ·  4 quarters on record

AI Ownership Summary

Ballew Advisors, Inc reported VANECK BITCOIN ETF (HODL) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.15% in 2025 Q2. The latest visible filing shows HODL at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HODL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ballew Advisors, Inc's position in VANECK BITCOIN ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HODL was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HODL stock page Ballew Advisors, Inc fund profile Ballew Advisors, Inc full holdings
How Ballew Advisors, Inc held HODL — position size vs. price
% of Fund (quarterly)    HODL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 8,232 — 0% 0.12% $220K 2026-01-14 $27.62
2025 Q3 UNCHANGED — — — 8,232 — 0% 0.15% $262K 2025-10-15 $31.47
2025 Q2 ADDED — — — 8,232 +6,174 +300.0% 0.15% $255K 2025-07-08 $30.78
2024 Q4 INITIATED — — — 2,058 — — 0.14% $218K 2025-01-15 $28.20

🏢 Other funds also holding HODL

As of 2026 Q1 — sorted by position size

Bouchey Financial Group Ltd 3Y 7Y 1.43% Farringdon Capital, Ltd. 1.09% Berger Financial Group, Inc 3Y 0.92% Q Fund Management (Hong Kong) Ltd 0.74% SYON CAPITAL LLC 0.7% NEOS Investment Management LLC 0.52% Darwin Wealth Management, LLC 3Y 7Y 0.47% Mattson Financial Services, LLC 0.44% Addison Capital Co 3Y 7Y 0.43% NORDEN GROUP LLC 0.34%

FAQ About Ballew Advisors, Inc and HODL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ballew Advisors, Inc reported owning HODL?

Ballew Advisors, Inc reported HODL across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported HODL position in Ballew Advisors, Inc's portfolio?

The largest reported portfolio weight for HODL was 0.15% in 2025 Q2.

What is the latest reported HODL position on this page?

The most recent filing on this page is 2025 Q4, when Ballew Advisors, Inc reported 8,232 shares, equal to 0.12% of portfolio, with an estimated market value of $220K.

What does the chart on this HODL ownership page compare?

The chart compares Ballew Advisors, Inc's quarterly HODL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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