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INSTRUMENTAL WEALTH, LLC

Position in FBTC — Fidelity Wise Origin Bitcoin Fund

CIK 1976010 TAMPA, FL

Position in FBTC

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$528,112
-$76,650 QoQ
Shares Held
10,345
+1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#292
of 621 holders
Holding Since
Mar 2025
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
2026-06-30 $528,112 10,345
2026-03-31 $604,762 10,245
2025-12-31 $758,869 9,955
2025-09-30 $577,899 5,790
2025-06-30 $413,086 4,395
2025-03-31 $307,311 4,270