Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FBTC holding history

Fidelity Wise Origin Bitcoin Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FBTC overviewAll 13F holders of FBTCFull Q2 2026 holdings

Shares (Q2 2026)
152,248
Value
$7.77M
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of FBTC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026152,248$7.77M<0.1%−8,736−5.4%ReducedHolders
Q1 2026160,984$9.50M<0.1%+9,324+6.1%AddedHolders
Q4 2025151,660$11.6M<0.1%+8,056+5.6%AddedHolders
Q3 2025143,604$14.3M<0.1%+20,061+16.2%AddedHolders
Q2 2025123,543$11.6M<0.1%+4,176+3.5%AddedHolders
Q1 2025119,367$8.59M<0.1%+4,424+3.8%AddedHolders
Q4 2024114,943$9.38M<0.1%+16,385+16.6%AddedHolders
Q3 202498,558$5.47M<0.1%+13,892+16.4%AddedHolders
Q2 202484,666$4.44M<0.1%+19,676+30.3%AddedHolders
Q1 202464,990$4.03M<0.1%+64,990NewHolders