WealthPlan Investment Management, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1929986
OMAHA, NE
Position in FBTC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,487,648
-$237,385 QoQ
Shares Held
29,141
-0.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#162
of 621 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,487,648 | 29,141 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,725,033 | 29,223 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,087,101 | 27,379 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,978,334 | 19,821 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,371,502 | 14,592 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $903,079 | 12,548 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $712,111 | 8,729 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $307,191 | 5,532 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $248,555 | 4,738 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||