Beaumont Financial Advisors, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1957394
NEEDHAM, MA
Position in FBTC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$23,126,058
-$3,160,178 QoQ
Shares Held
453,008
+1.7% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#15
of 622 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $23,126,058 | 453,008 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $26,286,236 | 445,303 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $34,166,667 | 448,205 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $46,274,211 | 463,623 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $44,573,817 | 474,240 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $35,089,261 | 487,554 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $40,076,501 | 491,254 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $27,637,669 | 497,707 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $26,049,013 | 496,550 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||