UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1463217
IRVING, TX
Position in FBTC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$273,679
-$57,066 QoQ
Shares Held
5,361
-4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#409
of 621 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 | $273,679 | 5,361 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $330,745 | 5,603 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $627,296 | 8,229 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $664,435 | 6,657 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $577,756 | 6,147 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $429,444 | 5,967 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $385,220 | 4,722 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||