Legacy Financial Advisors, Inc.
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1730810
COVINGTON, KY
Position in FBTC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$329,221
-$41,251 QoQ
Shares Held
6,449
+2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#363
of 622 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,221 | 6,449 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $370,472 | 6,276 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $455,702 | 5,978 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $483,679 | 4,846 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $291,838 | 3,105 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||