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IFP Advisors, Inc

Position in FBTC — Fidelity Wise Origin Bitcoin Fund

CIK 1641866 TAMPA, FL

Position in FBTC

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$430,249
-$295,229 QoQ
Shares Held
8,428
-31.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#328
of 622 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
2026-06-30 $430,249 8,428
2026-03-31 $725,478 12,290
2025-12-31 $868,335 11,391
2025-09-30 $562,628 5,637
2025-06-30 $526,250 5,599
2025-03-31 $460,176 6,394
2024-12-31 $304,048 3,727
2024-09-30 $166,812 3,004
2024-06-30 $8,393 160
2024-03-31 $6,206 100