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Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

OBTC holding history

Osprey Bitcoin Trust in every 13F filed by Sax Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OBTC overviewAll 13F holders of OBTCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of OBTC by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−7,754−100.0%Sold outHolders
Q1 20267,754$218.4K<0.1%00.0%UnchangedHolders
Q4 20257,754$218.4K<0.1%+7,754NewHolders