FBTC β€” FIDELITY WISE ORIGIN BITCOIN

Ownership history in Copperleaf Capital, LLC  Β·  7 quarters on record

AI Ownership Summary

Copperleaf Capital, LLC reported FIDELITY WISE ORIGIN BITCOIN (FBTC) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 6.4% in 2025 Q3. The latest visible filing shows FBTC at 6.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FBTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copperleaf Capital, LLC's position in FIDELITY WISE ORIGIN BITCOIN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FBTC was reported at 6.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.4% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Copperleaf Capital, LLC held FBTC β€” position size vs. price
% of Fund (quarterly)    FBTC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 133,669 +21,376 +19.0% 6.40% $13.3M 2025-11-14 (Est.) $82.15
2025 Q2 ADDED 112,293 +31,724 +39.4% 5.34% $10.6M 2025-08-11 $103.88
2025 Q1 ADDED 80,569 +25,049 +45.1% 3.47% $5.8M 2025-05-15 $90.11
2024 Q4 ADDED 55,520 +19,026 +52.1% 2.87% $4.5M 2025-01-30 $91.71
2024 Q3 REDUCED 36,494 -12,026 -24.8% 1.55% $2.0M 2024-11-14 $76.40
2024 Q2 ADDED 48,520 +35,285 +266.6% 2.04% $2.5M 2024-08-13 $53.24
2024 Q1 INITIATED 13,235 β€” β€” 0.71% $821K 2024-05-14 $53.86

FAQ About Copperleaf Capital, LLC and FBTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Copperleaf Capital, LLC reported owning FBTC?

Copperleaf Capital, LLC reported FBTC across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported FBTC position in Copperleaf Capital, LLC's portfolio?

The largest reported portfolio weight for FBTC was 6.40% in 2025 Q3.

What is the latest reported FBTC position on this page?

The most recent filing on this page is 2025 Q3, when Copperleaf Capital, LLC reported 133,669 shares, equal to 6.40% of portfolio, with an estimated market value of $13.3M.

What does the chart on this FBTC ownership page compare?

The chart compares Copperleaf Capital, LLC's quarterly FBTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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