Mowery & Schoenfeld Wealth Management, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 2019946
LINCOLNSHIRE, IL
Position in FBTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$510
-$80 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#608
of 621 holders
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510 | 10 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $590 | 10 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $998 | 10 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||