National Wealth Management Group, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1977723
CINCINNATI, OH
Position in FBTC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$729,300
-$241,625 QoQ
Shares Held
14,286
-13.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#244
of 622 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 | $729,300 | 14,286 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $970,925 | 16,448 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,344,239 | 17,634 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $914,758 | 9,165 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $429,440 | 4,569 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $311,270 | 4,325 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $291,648 | 3,575 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||