Soltis Investment Advisors LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1802530
ST. GEORGE, UT
Position in FBTC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$876,375
-$201,453 QoQ
Shares Held
17,167
-6.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#217
of 622 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
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 | $876,375 | 17,167 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,077,828 | 18,259 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,307,725 | 17,155 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $1,716,033 | 17,193 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,574,238 | 16,749 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,050,402 | 14,595 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,107,285 | 13,573 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $719,835 | 12,963 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $553,820 | 10,557 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $515,904 | 8,313 | Shares | Sole | 2024-05-29 | |
| No filing history on record for this holder in this stock. | ||||||