Principle Wealth Partners LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1743413
MADISON, CT
Position in FBTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,080,524
-$415,473 QoQ
Shares Held
21,166
-16.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#200
of 621 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 | $1,080,524 | 21,166 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,495,997 | 25,343 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,766,935 | 23,179 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,474,892 | 14,777 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,111,243 | 11,823 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $694,582 | 9,651 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $659,900 | 8,089 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $399,871 | 7,201 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||