Prosperity Planning, Inc.
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1843292
NORTH KANSAS CITY, MO
Position in FBTC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$476,296
-$72,683 QoQ
Shares Held
9,330
+0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#309
of 622 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,296 | 9,330 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $548,979 | 9,300 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $708,939 | 9,300 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $928,233 | 9,300 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $874,107 | 9,300 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $208,713 | 2,900 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $236,582 | 2,900 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||