Joel Isaacson & Co., LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1599330
NEW YORK, NY
Position in FBTC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,003,406
-$221,552 QoQ
Shares Held
39,244
+4.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#130
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 | $2,003,406 | 39,244 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,224,958 | 37,692 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,873,261 | 37,692 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,412,703 | 34,192 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,213,706 | 34,192 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $463,630 | 6,442 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $501,064 | 6,142 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||