Foundations Investment Advisors, LLC
EndowmentPosition in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1743404
PHOENIX, AZ
Position in FBTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,238,324
-$567,721 QoQ
Shares Held
83,023
+2.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#74
of 622 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,238,324 | 83,023 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,806,045 | 81,417 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,952,876 | 78,091 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,424,071 | 64,363 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,680,795 | 49,801 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,132,160 | 15,731 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $743,356 | 9,112 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $211,791 | 3,814 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||