FSBD FIDELITY MERRIMACK STR TR

Ownership history in Bond & Devick Financial Network, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in FIDELITY MERRIMACK STR TR (FSBD). 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
1.6% (2025 Q3)
Avg. % of fund
1.07%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 111,088 +19,570 +21.4% 1.60% $5.3M $47.74
2025 Q2 ADDED 91,518 +5,325 +6.2% 1.44% $4.3M $46.40
2025 Q1 ADDED 86,193 +65,491 +316.4% 1.47% $4.1M $45.99
2024 Q4 UNCHANGED 20,702 0% 0.43% $998K $44.81
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FSBD price (monthly, adj. close)
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