EP Wealth Advisors, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1540569
TORRANCE, CA
Position in FBTC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,522,672
+$1,488,058 QoQ
Shares Held
88,593
+72.3% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#71
of 622 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in FBTC Over Time
Shares Held
Position Value (USD)
All Filings in FBTC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,522,672 | 88,593 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,034,614 | 51,408 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,547,439 | 46,536 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,124,509 | 33,243 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,119,516 | 29,450 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,928,795 | 23,643 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,236,597 | 22,269 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,153,700 | 21,992 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,307,480 | 21,068 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||