Creative Planning
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1540235
OVERLAND PARK, KS
Position in FBTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,772,260
-$1,730,625 QoQ
Shares Held
152,248
-5.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 622 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,772,260 | 152,248 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,502,885 | 160,984 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,561,041 | 151,660 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,333,115 | 143,604 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,611,806 | 123,543 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,590,842 | 119,367 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,377,049 | 114,943 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,472,925 | 98,558 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $4,441,578 | 84,666 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,033,279 | 64,990 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||