Waldron Private Wealth LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1598180
BRIDGEVILLE, PA
Position in FBTC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$769,834
-$19,397 QoQ
Shares Held
15,080
+12.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#236
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 | $769,834 | 15,080 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $789,231 | 13,370 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $930,310 | 12,204 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,037,824 | 10,398 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $641,011 | 6,820 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $405,191 | 5,630 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $503,756 | 6,175 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $957,059 | 17,235 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $848,540 | 16,175 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,003,820 | 16,175 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||