Essex Financial Services, Inc.
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1315785
ESSEX, CT
Position in FBTC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$796,482
-$194,690 QoQ
Shares Held
15,602
-7.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#232
of 622 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $796,482 | 15,602 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $991,172 | 16,791 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,316,644 | 17,272 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,761,047 | 17,644 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,716,727 | 18,265 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $348,046 | 4,836 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $429,437 | 5,264 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||