GUARDIAN WEALTH ADVISORS, LLC / NC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1901403
RALEIGH, NC
Position in FBTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$254,586
+$1,820 QoQ
Shares Held
4,987
+16.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#430
of 621 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 | $254,586 | 4,987 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $252,766 | 4,282 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $326,416 | 4,282 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $427,985 | 4,288 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $402,747 | 4,285 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $290,398 | 4,035 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $316,040 | 3,874 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||