INDEPENDENT FINANCIAL GROUP, LLC
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 275484
SAN DIEGO, CA
Position in FBTC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$314,212
-$60,923 QoQ
Shares Held
6,155
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#373
of 621 holders
Holding Since
Sep 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 | $314,212 | 6,155 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $375,135 | 6,355 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $594,268 | 5,954 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $531,325 | 5,653 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $406,846 | 5,653 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $674,421 | 8,267 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $236,779 | 4,264 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||