Cape Investment Advisory, Inc.
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1944437
MCDONOUGH, GA
Position in FBTC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$295,834
-$46,244 QoQ
Shares Held
5,795
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#384
of 622 holders
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,834 | 5,795 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $342,078 | 5,795 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $441,752 | 5,795 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $328,965 | 3,500 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $82,765 | 1,150 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $93,817 | 1,150 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||