Kapstone Financial Advisors LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1966087
LEBANON, OH
Position in FBTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$536,280
-$157,322 QoQ
Shares Held
10,505
-10.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#290
of 621 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,280 | 10,505 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $693,602 | 11,750 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $871,690 | 11,435 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||