Cascade Financial Partners, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 2021208
SAN DIEGO, CA
Position in FBTC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$537,054
+$92,329 QoQ
Shares Held
9,098
+55.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $537,054 | 9,098 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $444,725 | 5,834 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $507,633 | 5,086 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $445,888 | 4,744 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $387,342 | 5,382 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $305,925 | 3,750 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $238,779 | 4,300 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||