BITB — BITWISE BITCOIN ETF TR

Ownership history in OPTIMA CAPITAL LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which OPTIMA CAPITAL LLC reported a position in BITWISE BITCOIN ETF TR (BITB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.89% (2025 Q3)
Avg. % of fund
1.31%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 65,328 +2,861 +4.6% 1.35% $3.1M $47.56
2025 Q3 ADDED 62,467 +9,964 +19.0% 1.89% $3.9M $62.22
2025 Q2 ADDED 52,503 +42,222 +410.7% 1.66% $3.1M $58.59
2025 Q1 INITIATED 10,281 — — 0.36% $523K $44.88
% of Fund (quarterly)    BITB price (monthly, adj. close)

Other funds also holding BITB

As of 2025 Q4 — sorted by position size

Refined Wealth Management 3Y 6.4% White Knight Strategic Wealth Advisors, LLC 3Y 3.22% Fielder Capital Group LLC 2.06% Crumly & Associates Inc. 3Y 1.94% RPg Family Wealth Advisory, LLC 3Y 7Y 1.87% MRP Capital Investments, LLC 3Y 1.69% BEAM WEALTH ADVISORS, INC. 3Y 1.39% Consolidated Portfolio Review Corp 1.38% Archvest Wealth Advisors, Inc. 3Y 1.34% Magnus Financial Group LLC 3Y 7Y 1.13%
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