L.M. Kohn & Company’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-11,470
Closed -$1.08M 175
2025
Q2
$1.08M Buy
11,470
+3,225
+39% +$278K 0.29% 64
2025
Q1
$593K Buy
8,245
+5,110
+163% +$416K 0.16% 133
2024
Q4
$256K Buy
+3,135
New +$227K 0.07% 215

Other funds holding FBTC

L.M. Kohn & Company's FBTC Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2025, closing a stake of 11,470 shares — an estimated $1.08M sold.

L.M. Kohn & Company first reported a position in FBTC in Q4 2024 and held it in 3 quarters. The position peaked at $1.08M in Q2 2025. 683 funds tracked by Wall St. Rank hold FBTC as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 11,470 Fidelity Wise Origin Bitcoin Fund shares in Q3 2025, an estimated $1.08M.
  • L.M. Kohn & Company first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and held it in 3 quarters.
  • L.M. Kohn & Company's Fidelity Wise Origin Bitcoin Fund position peaked at $1.08M in Q2 2025.
  • 683 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.