Milestone Asset Management Group, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 2063452
AVON, CT
Position in FBTC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,192,922
-$436,714 QoQ
Shares Held
62,545
+1.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
4.49%
of 13F equity value
Holder Rank
#90
of 622 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 | $3,192,922 | 62,545 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,629,636 | 61,488 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,503,363 | 59,076 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,415,490 | 54,258 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,582,952 | 48,760 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,513,359 | 48,817 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,856,857 | 47,277 | Shares | Sole | 2025-03-27 | |
| No filing history on record for this holder in this stock. | ||||||