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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

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Quarterly 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