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Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

BTC holding history

Grayscale Bitcoin Mini Trust ETF in every 13F filed by Bernardo Wealth Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BTC overviewAll 13F holders of BTCFull Q2 2026 holdings

Shares (Q2 2026)
9,126
Value
$236.8K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of BTC by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,126$236.8K<0.1%00.0%UnchangedHolders
Q1 20269,126$273.7K0.1%+9,126NewHolders