Steward Partners Investment Advisory, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1723397
STAMFORD, CT
Position in FBTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,399,791
+$82,242 QoQ
Shares Held
27,420
+22.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#171
of 621 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 | $1,399,791 | 27,420 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,317,549 | 22,320 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $275,495 | 3,614 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $147,618 | 1,479 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $65,793 | 700 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $55,776 | 775 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,316 | 200 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||