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Trek Financial, LLC

Position in FBTC — Fidelity Wise Origin Bitcoin Fund

CIK 1768195 Scottsdale, AZ

Position in FBTC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$259,027
-$6,844 QoQ
Shares Held
5,074
+12.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#420
of 622 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
2026-06-30 $259,027 5,074
2026-03-31 $265,871 4,504
2025-12-31 $345,703 4,535
2025-09-30 $452,438 4,533
2025-06-30 $515,065 5,480
2025-03-31 $517,320 7,188
2024-12-31 $586,804 7,193
2024-09-30 $311,745 5,614
2024-06-30 $358,144 6,827