Robertson Stephens Wealth Management, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1767307
San Francisco, CA
Position in FBTC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$755,693
-$88,554 QoQ
Shares Held
14,803
+3.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#240
of 621 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,693 | 14,803 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $844,247 | 14,302 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,008,446 | 13,229 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $500,846 | 5,018 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $394,382 | 4,196 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $340,849 | 4,736 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $310,656 | 3,808 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $255,271 | 4,597 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $210,679 | 4,016 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||