Endowment Wealth Management, Inc.
EndowmentPosition in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1904477
APPLETON, WI
Position in FBTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$546,541
+$15,094 QoQ
Shares Held
10,706
+18.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#287
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 | $546,541 | 10,706 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $531,447 | 9,003 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $547,026 | 7,176 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $558,536 | 5,596 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $441,753 | 4,700 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $231,455 | 3,216 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $229,892 | 2,818 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||