Perigon Wealth Management, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1575239
SAN FRANCISCO, CA
Position in FBTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,659,653
+$1,931,341 QoQ
Shares Held
52,099
+322.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#105
of 621 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in FBTC Over Time
Shares Held
Position Value (USD)
All Filings in FBTC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,659,653 | 52,099 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $728,312 | 12,338 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $907,060 | 11,899 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $591,074 | 5,922 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $431,414 | 4,590 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $205,834 | 2,860 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||