EZBC β€” FRANKLIN TEMPLETON DIGITAL H

Ownership history in VANCE WEALTH, LLC  Β·  4 quarters on record

AI Ownership Summary

VANCE WEALTH, LLC reported FRANKLIN TEMPLETON DIGITAL H (EZBC) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.75% in 2025 Q4. The latest visible filing shows EZBC at 0.75% 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 EZBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VANCE WEALTH, LLC's position in FRANKLIN TEMPLETON DIGITAL H, 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

EZBC was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2025 Q4

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

Time in book
Holding Window
2025 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 VANCE WEALTH, LLC held EZBC β€” position size vs. price
% of Fund (quarterly)    EZBC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 49,720 +31,704 +176.0% 0.75% $2.5M 2026-02-14 (Est.) $39.78
2025 Q3 ADDED 18,016 +3,816 +26.9% 0.37% $1.2M 2025-11-14 $54.54
2025 Q2 ADDED 14,200 +2,699 +23.5% 0.30% $886K 2025-08-13 $71.18
2025 Q1 INITIATED 11,501 β€” β€” 0.21% $549K 2025-05-14 $59.86

FAQ About VANCE WEALTH, LLC and EZBC

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

How long has VANCE WEALTH, LLC reported owning EZBC?

VANCE WEALTH, LLC reported EZBC across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported EZBC position in VANCE WEALTH, LLC's portfolio?

The largest reported portfolio weight for EZBC was 0.75% in 2025 Q4.

What is the latest reported EZBC position on this page?

The most recent filing on this page is 2025 Q4, when VANCE WEALTH, LLC reported 49,720 shares, equal to 0.75% of portfolio, with an estimated market value of $2.5M.

What does the chart on this EZBC ownership page compare?

The chart compares VANCE WEALTH, LLC's quarterly EZBC 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 VANCE WEALTH, LLC Holdings