Integrated Wealth Concepts LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1737109
WALTHAM, MA
Position in FBTC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,369,926
-$330,669 QoQ
Shares Held
26,835
-6.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#176
of 621 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 | $1,369,926 | 26,835 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,700,595 | 28,809 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,387,980 | 31,326 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,094,609 | 31,005 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,726,461 | 29,008 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,236,611 | 31,077 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,984,759 | 24,329 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $285,257 | 5,137 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $201,131 | 3,834 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||