Richard W. Paul & Associates, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1964203
NOVI, MI
Position in FBTC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$62,025
-$8,751 QoQ
Shares Held
1,215
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#519
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 | $62,025 | 1,215 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $70,776 | 1,199 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $40,630 | 533 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $53,198 | 533 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $50,096 | 533 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $59,303 | 824 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $155,736 | 1,909 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $62,693 | 1,129 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $40,131 | 765 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $47,475 | 765 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||