LIBERTY WEALTH MANAGEMENT LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1769302
OAKLAND, CA
Position in FBTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$340,401
-$53,211 QoQ
Shares Held
6,668
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#358
of 621 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,401 | 6,668 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $393,612 | 6,668 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||