Crestwood Advisors Group, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1426853
BOSTON, MA
Position in FBTC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$504,067
-$49,280 QoQ
Shares Held
9,874
+5.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#299
of 622 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 | $504,067 | 9,874 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $553,347 | 9,374 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $711,225 | 9,330 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $620,418 | 6,216 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $355,470 | 3,782 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $274,709 | 3,817 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $256,650 | 3,146 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||