Summit Financial, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1765536
PARSIPPANY, NJ
Position in FBTC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$259,334
-$1,351,417 QoQ
Shares Held
5,080
-81.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#418
of 621 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,334 | 5,080 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,610,751 | 27,287 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,127,198 | 27,905 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,706,348 | 27,115 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||