Estate Planners Group, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 2118977
YARDLEY, PA
Position in FBTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$634,908
+$75,186 QoQ
Shares Held
12,437
+31.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#267
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 | $634,908 | 12,437 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $559,722 | 9,482 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $644,143 | 8,450 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||