GREAT VALLEY ADVISOR GROUP, INC.
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1769897
WILMINGTON, DE
Position in FBTC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$759,777
-$143,322 QoQ
Shares Held
14,883
-2.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#238
of 621 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in FBTC Over Time
Shares Held
Position Value (USD)
All Filings in FBTC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759,777 | 14,883 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $903,099 | 15,299 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,226,998 | 16,096 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,568,314 | 15,713 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,478,838 | 15,734 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,105,891 | 15,366 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,253,558 | 15,366 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $855,883 | 15,413 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $808,565 | 15,413 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $951,814 | 15,337 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||