BITQ β€” EXCHANGE TRADED CONCEPTS TRU

Ownership history in Founders Capital Management  Β·  6 quarters on record

AI Ownership Summary

Founders Capital Management reported EXCHANGE TRADED CONCEPTS TRU (BITQ) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.17% in 2025 Q3. The latest visible filing shows BITQ at 0.95% 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 BITQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Founders Capital Management's position in EXCHANGE TRADED CONCEPTS TRU, 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

BITQ was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% 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
2024 Q3 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.

How Founders Capital Management held BITQ β€” position size vs. price
% of Fund (quarterly)    BITQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 92,160 +3,953 +4.5% 0.95% $1.8M 2026-02-14 (Est.) $19.47
2025 Q3 ADDED 88,207 +1,811 +2.1% 1.17% $2.2M 2025-11-13 $21.79
2025 Q2 ADDED 86,396 +39,439 +84.0% 1.02% $1.7M 2025-07-18 $21.99
2025 Q1 ADDED 46,957 +319 +0.7% 0.37% $570K 2025-04-08 $10.80
2024 Q4 ADDED 46,638 +1,040 +2.3% 0.50% $788K 2025-01-13 $17.36
2024 Q3 INITIATED 45,598 β€” β€” 0.37% $608K 2024-10-07 $13.02

FAQ About Founders Capital Management and BITQ

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

How long has Founders Capital Management reported owning BITQ?

Founders Capital Management reported BITQ across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BITQ position in Founders Capital Management's portfolio?

The largest reported portfolio weight for BITQ was 1.17% in 2025 Q3.

What is the latest reported BITQ position on this page?

The most recent filing on this page is 2025 Q4, when Founders Capital Management reported 92,160 shares, equal to 0.95% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BITQ ownership page compare?

The chart compares Founders Capital Management's quarterly BITQ 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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