BITB β€” BITWISE BITCOIN ETF TR

Ownership history in Refined Wealth Management  Β·  8 quarters on record

AI Ownership Summary

Refined Wealth Management reported BITWISE BITCOIN ETF TR (BITB) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 7.51% in 2025 Q3. The latest visible filing shows BITB at 6.40% 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 BITB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Refined Wealth Management's position in BITWISE BITCOIN ETF TR, 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

BITB was reported at 6.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.51% 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 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 Refined Wealth Management held BITB β€” position size vs. price
% of Fund (quarterly)    BITB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 199,766 +12,038 +6.4% 6.40% $9.5M 2026-02-14 (Est.) $37.35
2025 Q3 ADDED 187,728 +8,353 +4.7% 7.51% $11.7M 2025-10-21 $60.84
2025 Q2 ADDED 179,375 +1,059 +0.6% 7.22% $10.5M 2025-07-17 $64.76
2025 Q1 ADDED 178,316 +42,904 +31.7% 6.55% $8.0M 2025-04-22 $49.80
2024 Q4 ADDED 135,412 +4,920 +3.8% 5.24% $6.9M 2025-01-22 $56.82
2024 Q3 ADDED 130,492 +2,196 +1.7% 3.48% $4.5M 2024-10-18 $37.38
2024 Q2 ADDED 128,296 +1,974 +1.6% 3.23% $4.2M 2024-07-18 $34.66
2024 Q1 INITIATED 126,322 β€” β€” 3.44% $4.9M 2024-04-18 $34.68

FAQ About Refined Wealth Management and BITB

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

How long has Refined Wealth Management reported owning BITB?

Refined Wealth Management reported BITB across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BITB position in Refined Wealth Management's portfolio?

The largest reported portfolio weight for BITB was 7.51% in 2025 Q3.

What is the latest reported BITB position on this page?

The most recent filing on this page is 2025 Q4, when Refined Wealth Management reported 199,766 shares, equal to 6.40% of portfolio, with an estimated market value of $9.5M.

What does the chart on this BITB ownership page compare?

The chart compares Refined Wealth Management's quarterly BITB 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.

← Back to Refined Wealth Management Holdings