KINGSWOOD WEALTH ADVISORS, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1987855
SAN DIEGO, CA
Position in FBTC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,585,125
-$1,025,290 QoQ
Shares Held
109,405
-2.3% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#58
of 622 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,585,125 | 109,405 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,610,415 | 111,984 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,664,682 | 113,665 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,970,224 | 89,873 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,546,604 | 90,931 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,060,953 | 84,215 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $6,657,662 | 81,609 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,884,403 | 105,968 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,294,053 | 100,916 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $4,539,751 | 73,151 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||