PTM WEALTH MANAGEMENT, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 2061027
NORTH WALES, PA
Position in FBTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,773,189
-$209,124 QoQ
Shares Held
54,323
+7.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
9.17%
of 13F equity value
Holder Rank
#101
of 621 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,773,189 | 54,323 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,982,313 | 50,522 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,615,146 | 34,306 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,213,183 | 32,193 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,898,181 | 30,835 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,347,157 | 32,613 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||