Byrne Asset Management LLC FDIS β€” FIDELITY MSCI CONS DISCRINDX ETF

Ownership history in Byrne Asset Management LLC  Β·  3 quarters on record

AI Ownership Summary

Byrne Asset Management LLC reported FIDELITY MSCI CONS DISCRINDX ETF (FDIS) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows FDIS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Byrne Asset Management LLC's position in FIDELITY MSCI CONS DISCRINDX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDIS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Byrne Asset Management LLC held FDIS β€” position size vs. price
% of Fund (quarterly)    FDIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 96 β€” 0% 0.01% $9K 2026-05-15 (Est.) $102.08
2025 Q4 REDUCED 51.0% -8.5% βœ… 96 -100 -51.0% 0.01% $10K 2026-01-12 $106.85
2025 Q3 INITIATED β€” β€” β€” 196 β€” β€” 0.01% $20K 2025-10-22 $101.15

FAQ About Byrne Asset Management LLC and FDIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Byrne Asset Management LLC reported owning FDIS?

Byrne Asset Management LLC reported FDIS across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FDIS position in Byrne Asset Management LLC's portfolio?

The largest reported portfolio weight for FDIS was 0.01% in 2025 Q3.

What is the latest reported FDIS position on this page?

The most recent filing on this page is 2026 Q1, when Byrne Asset Management LLC reported 96 shares, equal to 0.01% of portfolio, with an estimated market value of $9K.

What does the chart on this FDIS ownership page compare?

The chart compares Byrne Asset Management LLC's quarterly FDIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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