BEAM WEALTH ADVISORS, INC.
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1803426
COVINGTON, LA
Position in FBTC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,262,025
-$291,022 QoQ
Shares Held
44,310
+2.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
3.91%
of 13F equity value
Holder Rank
#117
of 622 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,262,025 | 44,310 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,553,047 | 43,250 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,066,427 | 40,226 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,673,407 | 36,804 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,399,323 | 14,888 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||