AE Wealth Management LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1697723
TOPEKA, KS
Position in FBTC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,438,791
+$59,616 QoQ
Shares Held
28,184
+20.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#166
of 621 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438,791 | 28,184 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,379,175 | 23,364 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,597,246 | 20,953 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,296,726 | 23,011 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,311,724 | 13,956 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,081,348 | 15,025 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $987,852 | 12,109 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $695,013 | 12,516 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $715,659 | 13,642 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $342,385 | 5,517 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||