Clientfirst Wealth Management, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1915494
LITTLE ROCK, AR
Position in FBTC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$499,932
-$78,148 QoQ
Shares Held
9,793
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#300
of 622 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 | $499,932 | 9,793 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $578,080 | 9,793 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $746,520 | 9,793 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $831,716 | 8,333 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $459,423 | 4,888 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $346,031 | 4,808 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $392,236 | 4,808 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||