Wellspring Financial Advisors, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1811308
CLEVELAND, OH
Position in FBTC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,580,303
-$247,029 QoQ
Shares Held
30,956
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#149
of 622 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,580,303 | 30,956 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,827,332 | 30,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,745,057 | 22,892 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,279,660 | 22,840 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,014,487 | 21,433 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $968,932 | 13,463 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,098,311 | 13,463 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $819,789 | 14,763 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $774,466 | 14,763 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||