Ownership history in EverSource Wealth Advisors, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in FIDELITY WISE ORIGIN BITCOIN FUND (FBTC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 429,503 | +33,929 | +8.6% | 1.20% | $32.7M | $76.23 |
| 2025 Q3 | ADDED | 395,574 | +12,509 | +3.3% | 1.56% | $39.5M | $99.81 |
| 2025 Q2 | ADDED | 383,065 | +21,049 | +5.8% | 1.63% | $36.0M | $93.99 |
| 2025 Q1 | ADDED | 362,016 | +32,537 | +9.9% | 1.43% | $26.1M | $71.97 |
| 2024 Q4 | ADDED | 329,479 | +13,785 | +4.4% | 1.51% | $26.9M | $81.58 |
| 2024 Q3 | REDUCED | 315,694 | -720 | -0.2% | 1.11% | $17.5M | $55.53 |
| 2024 Q2 | INITIATED | 316,414 | — | — | 1.20% | $18.1M | — |
As of 2025 Q4 — sorted by position size