Heritage Wealth Advisors
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1591122
RICHMOND, VA
Position in FBTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,665
-$19,956 QoQ
Shares Held
1,443
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#515
of 622 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 | $73,665 | 1,443 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $93,621 | 1,586 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $63,270 | 830 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $81,544 | 817 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $76,789 | 817 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $58,799 | 817 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,605 | 130 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||