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Innovative Advisory Group, LLC → FBTC
Innovative Advisory Group, LLC FBTC Position History
Fidelity Wise Origin Bitcoin Fund
Quarters held
8
Latest value
$2.2M
Q3 2026
Peak value
$3.6M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $3M |
| Q1 2025 | $2.7M |
| Q2 2025 | $3.3M |
| Q3 2025 | $3.6M |
| Q4 2025 | $2.7M |
| Q1 2026 | $2.1M |
| Q2 2026 | $1.6M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 30.7K | — | — |
| Q2 2026 | $1.6M | 32.0K | — | — |
| Q1 2026 | $2.1M | 35.9K | — | — |
| Q4 2025 | $2.7M | 35.9K | — | — |
| Q3 2025 | $3.6M | 36.5K | — | — |
| Q2 2025 | $3.3M | 35.5K | — | — |
| Q1 2025 | $2.7M | 37.1K | — | — |
| Q4 2024 | $3M | 37.0K | — | — |