Upper Left Wealth Management, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1911228
TAMPA, FL
Position in FBTC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$703,162
-$69,009 QoQ
Shares Held
13,774
+5.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#248
of 621 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,162 | 13,774 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $772,171 | 13,081 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $736,915 | 9,667 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $865,851 | 8,675 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $818,182 | 8,705 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $674,718 | 9,375 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $520,643 | 6,382 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $422,139 | 7,602 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||