BTC β€” GRAYSCALE BITCOIN MINI TR BT

Ownership history in One Charles Private Wealth Services, LLC  Β·  6 quarters on record

AI Ownership Summary

One Charles Private Wealth Services, LLC reported GRAYSCALE BITCOIN MINI TR BT (BTC) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.58% in 2025 Q2. The latest visible filing shows BTC at 1.23% 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 BTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was One Charles Private Wealth Services, LLC's position in GRAYSCALE BITCOIN MINI TR BT, 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

BTC was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2025 Q2

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 One Charles Private Wealth Services, LLC held BTC β€” position size vs. price
% of Fund (quarterly)    BTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (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 122,551 +4,077 +3.4% 1.23% $4.7M 2026-02-14 (Est.) $30.43
2025 Q3 ADDED 118,474 +729 +0.6% 1.58% $6.0M 2025-11-12 $44.94
2025 Q2 ADDED 117,745 +4,430 +3.9% 1.58% $5.6M 2025-08-12 $53.02
2025 Q1 ADDED 113,315 +8,126 +7.7% 1.34% $4.1M 2025-05-08 $44.89
2024 Q4 REDUCED 105,189 -367,263 -77.7% 1.48% $4.4M 2025-02-11 $42.23
2024 Q3 INITIATED 472,452 β€” β€” 1.01% $2.7M 2024-11-12 $39.80

FAQ About One Charles Private Wealth Services, LLC and BTC

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

How long has One Charles Private Wealth Services, LLC reported owning BTC?

One Charles Private Wealth Services, LLC reported BTC across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BTC position in One Charles Private Wealth Services, LLC's portfolio?

The largest reported portfolio weight for BTC was 1.58% in 2025 Q2.

What is the latest reported BTC position on this page?

The most recent filing on this page is 2025 Q4, when One Charles Private Wealth Services, LLC reported 122,551 shares, equal to 1.23% of portfolio, with an estimated market value of $4.7M.

What does the chart on this BTC ownership page compare?

The chart compares One Charles Private Wealth Services, LLC's quarterly BTC 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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