Ownership history in Beckerman Institutional, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in FIDELITY COMWLTH TR (ONEQ). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 23,834 | — | 0% | 1.22% | $2.2M | $91.28 |
| 2025 Q3 | REDUCED | 23,834 | -386 | -1.6% | 1.25% | $2.1M | $88.87 |
| 2025 Q2 | UNCHANGED | 24,220 | — | 0% | 1.29% | $1.9M | $79.74 |
| 2025 Q1 | UNCHANGED | 24,220 | — | 0% | 1.19% | $1.6M | $67.66 |
| 2024 Q4 | REDUCED | 24,220 | -195 | -0.8% | 1.48% | $1.8M | $75.51 |
| 2024 Q3 | INITIATED | 24,415 | — | — | 1.47% | $1.7M | $70.92 |
As of 2025 Q4 — sorted by position size