Dougherty Wealth Advisers LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1755933
WAYZATA, MN
Position in FBTC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,684
-$263 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#587
of 621 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,684 | 33 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,947 | 33 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,515 | 33 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||