Synergy Financial Group, LTD
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1905669
SAN RAMON, CA
Position in FBTC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$630,824
-$98,609 QoQ
Shares Held
12,357
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#268
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 | $630,824 | 12,357 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $729,433 | 12,357 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $951,655 | 12,484 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,247,225 | 12,496 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,174,499 | 12,496 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $892,715 | 12,404 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,103,614 | 13,528 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $684,573 | 12,328 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $647,933 | 12,351 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $740,189 | 11,927 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||