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Fidelity Wise Origin Bitcoin shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 23k 99.81
2025-06-30 $2.0M 21k 93.99
2025-03-31 $969k 14k 71.97
2024-12-31 $1.1M 14k 81.58
2024-09-30 $820k 15k 55.53
2024-06-30 $775k 15k 52.46

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

Top funds holding Fidelity Wise Origin Bitcoin

Millennium Management
Susquehanna International
Jane Street
Schonfeld Strategic Advisors
OZ Management
Capula Management
Almitas Capital
Cantor Fitzgerald, L. P.
Citadel Advisors
Goldman Sachs Group
Graham Capital Management
ParaFi Capital
LMR Partners
Pine Ridge Advisers
HBK Investments

View all funds holding Fidelity Wise Origin Bitcoin