Legacy Wealth Asset Management, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1846151
WOODBURY, MN
Position in FBTC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$15,384,785
-$2,455,792 QoQ
Shares Held
301,367
-0.3% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#23
of 621 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,384,785 | 301,367 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $17,840,577 | 302,229 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $22,741,390 | 298,326 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $30,766,033 | 308,246 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $28,690,353 | 305,249 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $22,144,161 | 307,686 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $25,066,107 | 307,258 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $18,736,210 | 337,407 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $17,684,580 | 337,106 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,881,983 | 352,594 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||