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Falcon Wealth Planning

Position in FBTC — Fidelity Wise Origin Bitcoin Fund

CIK 1839850 Ontario, CA

Position in FBTC

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$689,277
-$77,758 QoQ
Shares Held
13,502
+3.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#250
of 622 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 71% Shared 0% None 29%

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
2026-06-30 $689,277 13,502
2026-03-31 $767,035 12,994
2025-12-31 $890,213 11,678
2025-09-30 $1,097,111 10,992
2025-06-30 $924,109 9,832
2025-03-31 $683,211 9,493
2024-12-31 $616,581 7,558
2024-09-30 $320,130 5,765
2024-06-30 $232,660 4,435