Sound Portfolio Advisors, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 2109204
MYSTIC, CT
Position in FBTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$600,348
+$61,050 QoQ
Shares Held
11,760
+28.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#275
of 621 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,348 | 11,760 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $539,298 | 9,136 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $649,936 | 8,526 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||