SEC 13F Intelligence

Palumbo Wealth Management LLC / GBTC

Palumbo Wealth Management LLC’s Grayscale Bitcoin Trust Etf Position

Does Palumbo Wealth Management LLC own Grayscale Bitcoin Trust Etf (GBTC)? Not currently — the last reported position was 67.3K shares worth $5M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2025
Shares
67.3K
% of Portfolio
+1.13%
Quarters Held
1
position exited

Position History GBTC

Reported value by quarter
Q4 ’25: $5MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202567.3K$5M+1.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Palumbo Wealth Management LLC’s full portfolio or all institutional holders of GBTC.