EverSource Wealth Advisors, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1710537
BIRMINGHAM, AL
Position in FBTC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,426,232
-$3,277,464 QoQ
Shares Held
458,888
+1.4% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#14
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,426,232 | 458,888 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $26,703,696 | 452,375 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $32,741,013 | 429,503 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $39,482,240 | 395,574 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $36,004,279 | 383,065 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,054,291 | 362,016 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $26,878,896 | 329,479 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,530,487 | 315,694 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,599,078 | 316,414 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,322,187 | 279,120 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||