Kestra Advisory Services, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1830819
AUSTIN, TX
Position in FBTC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,827,686
-$1,569,354 QoQ
Shares Held
192,511
-0.3% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#34
of 622 holders
Holding Since
Mar 2024
10 quarters on record
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 | $9,827,686 | 192,511 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,397,040 | 193,072 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,587,768 | 178,247 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,343,987 | 163,751 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,764,190 | 167,722 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $13,257,737 | 184,212 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,754,818 | 205,379 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,939,354 | 196,999 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,075,939 | 192,069 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,102,596 | 178,901 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||