Highland Financial Advisors, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1939237
WAYNE, NJ
Position in FBTC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,127,439
-$84,505 QoQ
Shares Held
22,085
+7.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
4.30%
of 13F equity value
Holder Rank
#194
of 621 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,127,439 | 22,085 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,211,944 | 20,531 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,654,191 | 21,700 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,178,952 | 21,831 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,064,020 | 21,960 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,594,351 | 22,153 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,860,268 | 22,803 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,493,423 | 26,894 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,193,150 | 22,744 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,014,991 | 16,355 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||