FIVA — FIDELITY

Ownership history in Advisory Services Network, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIDELITY (FIVA). 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
0.01% (2022 Q4)
Avg. % of fund
0.01%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,345 -872 -14.0% 0.00% $167K $31.15
2023 Q4 REDUCED 6,217 -1,174 -15.9% 0.00% $152K $22.89
2023 Q1 REDUCED 7,391 -4,257 -36.5% 0.00% $167K $20.63
2022 Q4 ADDED 11,648 +4,670 +66.9% 0.01% $246K $19.02
2021 Q2 REDUCED 6,978 -333 -4.6% 0.01% $170K $21.01
2020 Q4 REDUCED 7,311 -518 -6.6% 0.01% $160K $18.56
2020 Q3 ADDED 7,829 +1,115 +16.6% 0.01% $148K $15.96
2020 Q1 ADDED 6,714 +1,825 +37.3% 0.01% $111K $13.83
2019 Q4 ADDED 4,889 +89 +1.9% 0.01% $112K $18.89
2019 Q3 UNCHANGED 4,800 — 0% 0.01% $104K $17.44
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FIVA price (monthly, adj. close)

Other funds also holding FIVA

As of 2025 Q4 — sorted by position size

OmniStar Financial Group, Inc. 3Y 7Y 0.89% Cadent Capital Advisors, LLC 3Y 0.61% Align Financial, LLC 0.56% Inspire Advisors, LLC 3Y 0.45% Dentgroup LLC 3Y 0.16% Beirne Wealth Consulting Services, LLC 3Y 7Y 0.09% High Falls Advisors, Inc 3Y 7Y 0.08% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.07% Prosperity Planning, Inc. 3Y 0.06% Asset Allocation Strategies LLC 3Y 0.04%
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