Valeo Financial Advisors, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1722641
CARMEL, IN
Position in FBTC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,983,394
-$521,012 QoQ
Shares Held
38,852
-8.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#132
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 | $1,983,394 | 38,852 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,504,406 | 42,426 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,814,716 | 36,924 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,877,023 | 28,825 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,226,864 | 34,332 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $2,642,738 | 36,720 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,676,632 | 20,552 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $820,178 | 14,770 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $766,912 | 14,619 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $828,438 | 13,349 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||