Aries Wealth Management
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1729515
PORTLAND, ME
Position in FBTC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$974,850
-$155,456 QoQ
Shares Held
19,096
-0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#211
of 622 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,850 | 19,096 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,130,306 | 19,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,174,856 | 15,412 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,380,072 | 13,827 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,246,495 | 13,262 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $905,526 | 12,582 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $843,618 | 10,341 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $453,180 | 8,161 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $259,991 | 4,956 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||