Clarity Financial LLC GBTC GRAYSCALE BITCOIN TR BTC

Ownership history in Clarity Financial LLC  ·  3 quarters on record

AI Ownership Summary

Clarity Financial LLC reported GRAYSCALE BITCOIN TR BTC (GBTC) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.17% in 2024 Q3. The latest visible filing shows GBTC at 0.02% 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 GBTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clarity Financial LLC's position in GRAYSCALE BITCOIN TR BTC, 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 Q3

GBTC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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.

How Clarity Financial LLC held GBTC — position size vs. price
% of Fund (quarterly)    GBTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 2,502 0% 0.02% $225K 2025-10-10 $91.42
2025 Q2 REDUCED 91.6% +5.8% 2,502 -27,235 -91.6% 0.02% $212K 2025-07-18 $92.36
2024 Q3 INITIATED 29,737 0.17% $1.5M 2024-10-30 $57.08

FAQ About Clarity Financial LLC and GBTC

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

How long has Clarity Financial LLC reported owning GBTC?

Clarity Financial LLC reported GBTC across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported GBTC position in Clarity Financial LLC's portfolio?

The largest reported portfolio weight for GBTC was 0.17% in 2024 Q3.

What is the latest reported GBTC position on this page?

The most recent filing on this page is 2025 Q3, when Clarity Financial LLC reported 2,502 shares, equal to 0.02% of portfolio, with an estimated market value of $225K.

What does the chart on this GBTC ownership page compare?

The chart compares Clarity Financial LLC's quarterly GBTC 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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