FBTC — FIDELITY WISE ORIGIN BITCOIN

Ownership history in Keystone Wealth Services, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in FIDELITY WISE ORIGIN BITCOIN (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.

Peak position
0.07% (2025 Q3)
Avg. % of fund
0.06%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,221 +910 +39.4% 0.07% $321K $99.81
2025 Q2 INITIATED 2,311 — — 0.05% $217K $93.99
% of Fund (quarterly)    FBTC price (monthly, adj. close)

Other funds also holding FBTC

As of 2025 Q4 — sorted by position size

Almitas Capital LLC 3Y 7Y 25.79% COURAGE CAPITAL MANAGEMENT LLC 3Y 7Y 18.0% Atlas Wealth Partners, LLC 3Y 17.46% United Capital Management of KS, Inc. 3Y 7Y 5.96% Legacy Wealth Asset Management, LLC 3Y 5.59% Consolidated Portfolio Review Corp 5.5% Ovata Capital Management Ltd 3Y 4.21% Pine Ridge Advisers LLC 3Y 3.79% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 3.41% AVAII WEALTH MANAGEMENT, LLC 3Y 3.0%
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