FCOR FIDELITY CORPORATE BOND ETF

Ownership history in CALTON & ASSOCIATES, INC.  ·  15 quarters on record

AI Ownership Summary

CALTON & ASSOCIATES, INC. reported FIDELITY CORPORATE BOND ETF (FCOR) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.43% in 2025 Q1. The latest visible filing shows FCOR at 0.12% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FCOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CALTON & ASSOCIATES, INC.'s position in FIDELITY CORPORATE BOND 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
2025 Q4

FCOR was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 CALTON & ASSOCIATES, INC. held FCOR — position size vs. price
% of Fund (quarterly)    FCOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,371 -252 -1.4% 0.12% $831K 2026-02-14 (Est.) $47.98
2025 Q3 ADDED 17,623 +220 +1.3% 0.13% $846K 2025-11-07 $47.06
2025 Q2 REDUCED 17,403 -64,988 -78.9% 0.14% $823K 2025-08-12 $46.10
2025 Q1 ADDED 82,391 +65,382 +384.4% 0.43% $1.9M 2025-05-05 $44.50
2024 Q4 REDUCED 17,009 -28,026 -62.2% 0.35% $789K 2025-01-23 $43.71
2024 Q3 ADDED 45,035 +28,080 +165.6% 0.35% $889K 2024-10-18 $44.57
2024 Q2 ADDED 16,955 +3,671 +27.6% 0.39% $781K 2024-07-19 $43.19
2024 Q1 ADDED 13,284 +7,723 +138.9% 0.30% $618K 2024-04-16 $41.31
2023 Q4 REDUCED 5,561 -69,866 -92.6% 0.11% $261K 2024-02-07 $42.28
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CALTON & ASSOCIATES, INC. and FCOR

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

How long has CALTON & ASSOCIATES, INC. reported owning FCOR?

CALTON & ASSOCIATES, INC. reported FCOR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FCOR position in CALTON & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for FCOR was 0.43% in 2025 Q1.

What is the latest reported FCOR position on this page?

The most recent filing on this page is 2025 Q4, when CALTON & ASSOCIATES, INC. reported 17,371 shares, equal to 0.12% of portfolio, with an estimated market value of $831K.

What does the chart on this FCOR ownership page compare?

The chart compares CALTON & ASSOCIATES, INC.'s quarterly FCOR 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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