R. W. Roge & Company, Inc. BTC β€” GRAYSCALE BITCOIN MINI TR ET

Ownership history in R. W. Roge & Company, Inc.  Β·  3 quarters on record

AI Ownership Summary

R. W. Roge & Company, Inc. reported GRAYSCALE BITCOIN MINI TR ET (BTC) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 2.37% in 2025 Q3. The latest visible filing shows BTC at 1.16% 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 R. W. Roge & Company, Inc.'s position in GRAYSCALE BITCOIN MINI TR ET, 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 Q1

BTC was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.37% 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
2025 Q3 to 2026 Q1

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 R. W. Roge & Company, Inc. 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 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 81,381 +3,943 +5.1% 1.16% $2K 2026-05-01 $34.70
2025 Q4 REDUCED 15.1% -22.6% βœ… 77,438 -13,805 -15.1% 1.48% $3.0M 2026-01-23 $39.58
2025 Q3 INITIATED β€” β€” β€” 91,243 β€” β€” 2.37% $4.6M 2025-10-24 $48.99

FAQ About R. W. Roge & Company, Inc. and BTC

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

How long has R. W. Roge & Company, Inc. reported owning BTC?

R. W. Roge & Company, Inc. reported BTC across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BTC position in R. W. Roge & Company, Inc.'s portfolio?

The largest reported portfolio weight for BTC was 2.37% in 2025 Q3.

What is the latest reported BTC position on this page?

The most recent filing on this page is 2026 Q1, when R. W. Roge & Company, Inc. reported 81,381 shares, equal to 1.16% of portfolio, with an estimated market value of $2K.

What does the chart on this BTC ownership page compare?

The chart compares R. W. Roge & Company, Inc.'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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