United Financial Planning Group LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 2088337
HAUPPAUGE, NY
Position in FBTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$101,844
-$15,920 QoQ
Shares Held
1,995
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#502
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 | $101,844 | 1,995 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $117,764 | 1,995 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $158,101 | 2,074 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $218,084 | 2,185 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||