GRIMES & Co WEALTH MANAGEMENT, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1321993
WESTBOROUGH, MA
Position in FBTC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$256,015
-$9,265 QoQ
Shares Held
5,015
+11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#425
of 622 holders
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,015 | 5,015 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $265,280 | 4,494 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $342,577 | 4,494 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $378,279 | 3,790 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $351,522 | 3,740 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $214,065 | 2,624 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||