Strata Wealth Advisors, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1946237
DALLAS, TX
Position in FBTC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$733,741
-$114,697 QoQ
Shares Held
14,373
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#242
of 621 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 | $733,741 | 14,373 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $848,438 | 14,373 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,095,653 | 14,373 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,434,569 | 14,373 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,350,918 | 14,373 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,034,424 | 14,373 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,172,549 | 14,373 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||