Sowell Financial Services LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1633697
NORTH LITTLE ROCK, AR
Position in FBTC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$304,564
-$6,760 QoQ
Shares Held
5,966
+13.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#378
of 621 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $304,564 | 5,966 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $311,324 | 5,274 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $362,016 | 4,749 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,663,526 | 36,705 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,532,452 | 80,141 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,762,853 | 80,073 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,942,858 | 72,847 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,232,068 | 58,204 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,947,360 | 56,183 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,156,061 | 50,855 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||