Asset Planning,Inc
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 2048547
LOS ALAMITOS, CA
Position in FBTC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$38,287
-$5,985 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#529
of 621 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,287 | 750 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $44,272 | 750 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $57,172 | 750 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $74,857 | 750 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||