Forum Financial Management »

Fidelity Wise Origin Bitcoin shares owned by Forum Financial Management

Quarter-by-quarter ownership of Fidelity Wise Origin Bitcoin (FBTC) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Fidelity Wise Origin Bitcoin

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Wise Origin Bitcoin held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Wise Origin Bitcoin by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $667k 11k 59.03
2025-12-31 $861k 11k 76.23

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding Fidelity Wise Origin Bitcoin

Jane Street
Millennium Management
Schonfeld Strategic Advisors
Susquehanna International
Almitas Capital
Cantor Fitzgerald, L. P.
Citadel Advisors
Toroso Investments
ParaFi Capital
LMR Partners
Morgan Stanley
Consolidated Portfolio Review Corp
Pine Ridge Advisers
Graham Capital Management
Mariner Wealth Advisors

View all funds holding Fidelity Wise Origin Bitcoin