WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1632972
PLYMOUTH, MN
Position in FBTC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,818,744
-$967,762 QoQ
Shares Held
74,804
-7.7% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 622 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in FBTC Over Time
Shares Held
Position Value (USD)
Derivatives in FBTC
reported options exposure · as of Jun 30, 2026CallValue
$30,630
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in FBTC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,630 | 600 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $3,818,744 | 74,804 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,786,506 | 81,086 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $10,739,358 | 140,881 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $14,262,649 | 142,898 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,913,313 | 105,472 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $7,576,425 | 105,272 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,275,304 | 89,180 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $3,595,900 | 64,756 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,323,498 | 63,353 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,894,505 | 30,527 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||