BITB — BITWISE BITCOIN ETF TR

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,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
0.05% (2024 Q4)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,799 — 0% 0.02% $299K $62.22
2025 Q2 UNCHANGED 4,799 — 0% 0.01% $281K $58.59
2025 Q1 UNCHANGED 4,799 — 0% 0.02% $215K $44.88
2024 Q4 INITIATED 4,799 — — 0.05% $244K $50.85
% 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% OPTIMA CAPITAL LLC 1.35% Archvest Wealth Advisors, Inc. 3Y 1.34%
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