MONETA GROUP INVESTMENT ADVISORS LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1120927
ST LOUIS, MO
Position in FBTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,402,547
+$78,150 QoQ
Shares Held
27,474
+22.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#170
of 621 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBTC Over Time
Shares Held
Position Value (USD)
All Filings in FBTC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,402,547 | 27,474 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,324,397 | 22,436 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,354,835 | 17,773 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,990,806 | 29,965 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,061,858 | 21,937 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,066,667 | 14,821 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $497,638 | 6,100 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||