BITB β€” BITWISE BITCOIN ETF TR

Ownership history in Crumly & Associates Inc.  Β·  5 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported BITWISE BITCOIN ETF TR (BITB) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 2.11% in 2025 Q3. The latest visible filing shows BITB at 1.98% 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 BITB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in BITWISE BITCOIN ETF TR, 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
2026 Q1

BITB was reported at 1.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.11% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Crumly & Associates Inc. held BITB β€” position size vs. price
% of Fund (quarterly)    BITB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 256,201 +61,350 +31.5% 1.98% $9.4M 2026-05-15 (Est.) $36.39
2025 Q4 ADDED 194,851 +39,497 +25.4% 1.94% $9.3M 2026-01-14 $53.08
2025 Q3 ADDED 155,354 +33,721 +27.7% 2.11% $9.7M 2025-11-03 $57.98
2025 Q2 ADDED 121,633 +19,333 +18.9% 1.73% $7.1M 2025-07-02 $59.74
2025 Q1 INITIATED 102,300 β€” β€” 1.27% $4.6M 2025-04-22 $49.80

🏒 Other funds also holding BITB

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 0.64%

FAQ About Crumly & Associates Inc. and BITB

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

How long has Crumly & Associates Inc. reported owning BITB?

Crumly & Associates Inc. reported BITB across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BITB position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for BITB was 2.11% in 2025 Q3.

What is the latest reported BITB position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 256,201 shares, equal to 1.98% of portfolio, with an estimated market value of $9.4M.

What does the chart on this BITB ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly BITB 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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