MARSHALL & SULLIVAN INC /WA/ GBTC GRAYSCALE BITCOIN TR BTC

Ownership history in MARSHALL & SULLIVAN INC /WA/  ·  7 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported GRAYSCALE BITCOIN TR BTC (GBTC) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.17% in 2025 Q3. The latest visible filing shows GBTC at 0.17% 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 MARSHALL & SULLIVAN INC /WA/'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 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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 Q1 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 MARSHALL & SULLIVAN INC /WA/ 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 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 4,040 0% 0.17% $363K 2025-11-14 (Est.) $73.78
2025 Q2 UNCHANGED 4,040 0% 0.16% $343K 2025-07-11 $93.04
2025 Q1 UNCHANGED 4,040 0% 0.13% $263K 2025-04-10 $62.82
2024 Q4 UNCHANGED 4,040 0% 0.15% $299K 2025-01-13 $74.16
2024 Q3 UNCHANGED 4,040 0% 0.10% $204K 2024-10-09 $48.52
2024 Q2 UNCHANGED 4,040 0% 0.11% $215K 2024-07-12 $46.20
2024 Q1 INITIATED 4,040 0.13% $255K 2024-04-10 $56.43

FAQ About MARSHALL & SULLIVAN INC /WA/ and GBTC

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

How long has MARSHALL & SULLIVAN INC /WA/ reported owning GBTC?

MARSHALL & SULLIVAN INC /WA/ reported GBTC across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported GBTC position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for GBTC was 0.17% in 2025 Q3.

What is the latest reported GBTC position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL & SULLIVAN INC /WA/ reported 4,040 shares, equal to 0.17% of portfolio, with an estimated market value of $363K.

What does the chart on this GBTC ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'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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