Sequoia Financial Advisors, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1599900
Akron, OH
Position in FBTC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$601,828
-$211,900 QoQ
Shares Held
11,789
-14.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
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 | $601,828 | 11,789 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $813,728 | 13,785 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $751,551 | 9,859 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $933,722 | 9,355 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $840,270 | 8,940 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $472,123 | 6,560 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $514,198 | 6,303 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||