DIVERSIFY WEALTH MANAGEMENT, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 2030780
SANDY, UT
Position in FBTC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$622,503
-$12,728,253 QoQ
Shares Held
12,194
-94.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#270
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 | $622,503 | 12,194 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $13,350,756 | 226,169 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $275,723 | 3,617 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $361,012 | 3,617 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $334,698 | 3,561 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $256,213 | 3,560 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $275,250 | 3,374 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||