Waverly Advisors, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1568787
BIRMINGHAM, AL
Position in FBTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,494,437
-$86,209 QoQ
Shares Held
29,274
+9.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#160
of 622 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
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 | $1,494,437 | 29,274 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,580,646 | 26,777 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,237,136 | 16,229 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,451,936 | 14,547 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $845,628 | 8,997 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $403,895 | 5,612 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $422,992 | 5,185 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||