SIMON QUICK ADVISORS, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1692038
MORRISTOWN, NJ
Position in FBTC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$245,703
-$24,595 QoQ
Shares Held
4,813
+5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#440
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 | $245,703 | 4,813 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $270,298 | 4,579 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $349,057 | 4,579 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $457,029 | 4,579 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $370,226 | 3,939 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $283,489 | 3,939 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $321,343 | 3,939 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||