Advyzon Investment Management, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 2011872
LISLE, IL
Position in FBTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$248,102
-$43,329 QoQ
Shares Held
4,860
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#438
of 621 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 | $248,102 | 4,860 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $291,431 | 4,937 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $390,983 | 5,129 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $546,060 | 5,471 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $526,719 | 5,604 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $820,386 | 11,399 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,009,226 | 12,371 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||