Fidelity Wise Origin Bitcoin shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Fidelity Wise Origin Bitcoin (FBTC) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Fidelity Wise Origin Bitcoin
Tip: Access up to 7 years of quarterly data
All positions including Fidelity Wise Origin Bitcoin held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fidelity Wise Origin Bitcoin by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.1M | 33k | 93.99 |
| 2025-03-31 | $2.1M | 30k | 71.97 |
| 2024-12-31 | $1.9M | 24k | 81.58 |
| 2024-09-30 | $1.2M | 22k | 55.53 |
| 2024-06-30 | $1.2M | 22k | 52.46 |
| 2024-03-31 | $1.3M | 21k | 62.06 |