Benchmark Financial Wealth Advisors, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1757706
BOCA RATON, FL
Position in FBTC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$888,576
-$272,130 QoQ
Shares Held
17,406
-11.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#216
of 622 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
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 | $888,576 | 17,406 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,160,706 | 19,663 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,320,913 | 17,328 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,647,863 | 16,510 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,251,664 | 13,317 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $689,112 | 9,575 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $584,602 | 7,166 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $353,837 | 6,372 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||