TOTH FINANCIAL ADVISORY CORP BTC — GRAYSCALE BITCOIN MINI TR BT

Ownership history in TOTH FINANCIAL ADVISORY CORP  ·  9 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported GRAYSCALE BITCOIN MINI TR BT (BTC) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. The latest visible filing shows BTC at 0.00% 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 TOTH FINANCIAL ADVISORY CORP'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
2026 Q3

BTC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 2026 Q3

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.

BTC stock page TOTH FINANCIAL ADVISORY CORP fund profile TOTH FINANCIAL ADVISORY CORP full holdings
How TOTH FINANCIAL ADVISORY CORP held BTC — position size vs. price
% of Fund (quarterly)    BTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 88 — 0% 0.00% $3K 2026-10-08 $36.12
2026 Q2 REDUCED 69.4% +42.0% ❌ 88 -200 -69.4% 0.00% $2K 2026-07-14 $28.55
2026 Q1 UNCHANGED — — — 288 — 0% 0.00% $9K 2026-04-16 $33.36
2025 Q4 UNCHANGED — — — 288 — 0% 0.00% $11K 2026-01-20 $39.62
2025 Q3 UNCHANGED — — — 288 — 0% 0.00% $15K 2025-10-09 $53.62
2025 Q2 ADDED — — — 288 +200 +227.3% 0.00% $14K 2025-07-14 $53.14
2025 Q1 UNCHANGED — — — 88 — 0% 0.00% $3K 2025-04-14 $37.70
2024 Q4 REDUCED 80.0% -12.8% ✅ 88 -352 -80.0% 0.00% $4K 2025-01-21 $47.08
2024 Q3 INITIATED — — — 440 — — 0.00% $2K 2024-10-21 $30.05

🏢 Other funds also holding BTC

As of 2026 Q3 — sorted by position size

EPIQ PARTNERS, LLC 3Y 0.15% Gainplan LLC 3Y 7Y 0.11% Cooper Financial Group 3Y 7Y 0.11% Legacy Wealth Asset Management, LLC 3Y 0.11% Horrell Capital Management, Inc. 3Y 7Y 0.04% TITLEIST ASSET MANAGEMENT, LLC 3Y 0.02% Planning Strategies Inc. 0.02% Farther Finance Advisors, LLC 3Y 0.02% Polaris Financial Partners 0.01% SAPIENT CAPITAL LLC 0.0%

FAQ About TOTH FINANCIAL ADVISORY CORP and BTC

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

How long has TOTH FINANCIAL ADVISORY CORP reported owning BTC?

TOTH FINANCIAL ADVISORY CORP reported BTC across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported BTC position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for BTC was 0.00% in 2025 Q2.

What is the latest reported BTC position on this page?

The most recent filing on this page is 2026 Q3, when TOTH FINANCIAL ADVISORY CORP reported 88 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this BTC ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP'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.

How well did TOTH FINANCIAL ADVISORY CORP time their BTC position?

Based on 13F filing dates vs. subsequent BTC price moves, TOTH FINANCIAL ADVISORY CORP correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BTC relative to SPY over the holding period was -6.2%.

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