Golden State Wealth Management, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1776033
SANTA ANA, CA
Position in FBTC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$35,479
-$4,956 QoQ
Shares Held
695
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#533
of 622 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBTC Over Time
Shares Held
Position Value (USD)
All Filings in FBTC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,479 | 695 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $40,435 | 685 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $59,383 | 779 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $77,751 | 779 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $73,218 | 779 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $56,064 | 779 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $63,550 | 779 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||