Asset Planning Inc
FBTC icon

Asset Planning Inc’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Asset Planning Inc’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$54.5K Hold
750
– – 0.04% 149
2026
Q2 		$38.3K Hold
750
– – 0.02% 176
2026
Q1 		$44.3K Hold
750
– – 0.03% 157
2025
Q4 		$57.2K Hold
750
– – 0.04% 134
2025
Q3 		$74.9K Buy
+750
New +$74.9K 0.05% 127

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Asset Planning Inc's FBTC Position: Q3 2026 in Review

Asset Planning Inc held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q3 2026 at 750 shares worth $54.5K. The position accounts for 0.04% of the portfolio, ranked #149.

Asset Planning Inc first reported a position in FBTC in Q3 2025 and has held it in 5 quarters since. The position peaked at $74.9K in Q3 2025. 395 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Asset Planning Inc held 750 shares of Fidelity Wise Origin Bitcoin Fund worth $54.5K as of Q3 2026.
  • Asset Planning Inc left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q3 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.04% of Asset Planning Inc's portfolio in Q3 2026, its #149 holding.
  • Asset Planning Inc first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 5 quarters since.
  • Asset Planning Inc's Fidelity Wise Origin Bitcoin Fund position peaked at $74.9K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.