Smallwood Wealth Investment Management »

Fidelity Wise Origin Bitcoin shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $514k 5.1k 99.81
2025-06-30 $484k 5.1k 93.99
2025-03-31 $370k 5.1k 71.97
2024-12-31 $420k 5.1k 81.58
2024-06-30 $357k 6.8k 52.46