Smallwood Wealth Investment Management, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1921304
RED BANK, NJ
Position in FBTC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$252,493
-$39,469 QoQ
Shares Held
4,946
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#436
of 622 holders
Holding Since
Jun 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 | $252,493 | 4,946 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $291,962 | 4,946 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $384,656 | 5,046 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $513,622 | 5,146 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $483,672 | 5,146 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $370,357 | 5,146 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $419,810 | 5,146 | Shares | Sole | 2025-01-17 | |
| 2024-06-30 | $356,885 | 6,803 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||