Emerald Advisors, LLC BITB — BITWISE BITCOIN ETF TR

Ownership history in Emerald Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Emerald Advisors, LLC reported BITWISE BITCOIN ETF TR (BITB) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.18% in 2026 Q3. The latest visible filing shows BITB at 0.18% 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 Emerald Advisors, LLC'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 Q3

BITB was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 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 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.

BITB stock page Emerald Advisors, LLC fund profile Emerald Advisors, LLC full holdings
How Emerald Advisors, LLC held BITB — position size vs. price
% of Fund (quarterly)    BITB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 31,216 +3,942 +14.5% 0.18% $1.4M 2026-10-13 $45.16
2026 Q2 ADDED — — — 27,274 +5,966 +28.0% 0.11% $869K 2026-07-20 $35.35
2026 Q1 ADDED — — — 21,308 +936 +4.6% 0.10% $784K 2026-04-24 $42.18
2025 Q4 ADDED — — — 20,372 +2,199 +12.1% 0.13% $969K 2026-01-27 $48.51
2025 Q3 ADDED — — — 18,173 +2,734 +17.7% 0.15% $1.1M 2025-10-29 $60.12
2025 Q2 ADDED — — — 15,439 +9,216 +148.1% 0.12% $905K 2025-07-17 $64.76
2025 Q1 INITIATED — — — 6,223 — — 0.04% $279K 2025-04-25 $51.93

🏢 Other funds also holding BITB

As of 2026 Q3 — sorted by position size

Refined Wealth Management 3Y 6.5% Innovative Advisory Group, LLC 3.54% Crumly & Associates Inc. 3Y 2.18% TRAPHAGEN INVESTMENT ADVISORS LLC 1.24% Wiser Wealth Management, Inc 3Y 0.9% FELL CAPITAL MANAGEMENT /ADV 0.79% Miller Global Investments, LLC 0.64% WT Wealth Management 3Y 0.42% Appalachian Capital Management Ltd 0.33% Echo45 Advisors LLC 3Y 0.3%

FAQ About Emerald Advisors, LLC and BITB

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

How long has Emerald Advisors, LLC reported owning BITB?

Emerald Advisors, LLC reported BITB across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported BITB position in Emerald Advisors, LLC's portfolio?

The largest reported portfolio weight for BITB was 0.18% in 2026 Q3.

What is the latest reported BITB position on this page?

The most recent filing on this page is 2026 Q3, when Emerald Advisors, LLC reported 31,216 shares, equal to 0.18% of portfolio, with an estimated market value of $1.4M.

What does the chart on this BITB ownership page compare?

The chart compares Emerald Advisors, LLC'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.

How well did Emerald Advisors, LLC time their BITB position?

Based on 13F filing dates vs. subsequent BITB price moves, Emerald Advisors, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on BITB relative to SPY over the holding period was -29.0%.

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