VALLEY WEALTH MANAGERS, INC. BITO — PROSHARES BITCOIN ETF

Ownership history in VALLEY WEALTH MANAGERS, INC.  ·  2 quarters on record

AI Ownership Summary

VALLEY WEALTH MANAGERS, INC. reported PROSHARES BITCOIN ETF (BITO) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. The latest visible filing shows BITO 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 BITO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VALLEY WEALTH MANAGERS, INC.'s position in PROSHARES BITCOIN ETF, 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 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.

How VALLEY WEALTH MANAGERS, INC. held BITO — position size vs. price
% of Fund (quarterly)    BITO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 20 — 0% 0.00% $226 2026-10-09 $11.00
2026 Q2 INITIATED — — — 20 — — 0.00% $161 2026-08-04 $8.66

FAQ About VALLEY WEALTH MANAGERS, INC. and BITO

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

How long has VALLEY WEALTH MANAGERS, INC. reported owning BITO?

VALLEY WEALTH MANAGERS, INC. reported BITO across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported BITO position in VALLEY WEALTH MANAGERS, INC.'s portfolio?

The largest reported portfolio weight for BITO was 0.00% in 2026 Q3.

What is the latest reported BITO position on this page?

The most recent filing on this page is 2026 Q3, when VALLEY WEALTH MANAGERS, INC. reported 20 shares, equal to 0.00% of portfolio, with an estimated market value of $226.

What does the chart on this BITO ownership page compare?

The chart compares VALLEY WEALTH MANAGERS, INC.'s quarterly BITO 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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