Campbell Deegan Wealth Management, LLC FDLO — FIDELITY COVINGTON TRUST

Ownership history in Campbell Deegan Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Campbell Deegan Wealth Management, LLC reported FIDELITY COVINGTON TRUST (FDLO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 21.29% in 2025 Q1. The latest visible filing shows FDLO at 17.10% 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 FDLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Campbell Deegan Wealth Management, LLC's position in FIDELITY COVINGTON TRUST, 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

FDLO was reported at 17.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.29% 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
2024 Q4 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.

FDLO stock page Campbell Deegan Wealth Management, LLC fund profile Campbell Deegan Wealth Management, LLC full holdings
How Campbell Deegan Wealth Management, LLC held FDLO — position size vs. price
% of Fund (quarterly)    FDLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 330,828 +468 +0.1% 17.10% $21.4M 2026-05-08 $69.02
2025 Q4 ADDED — — — 330,360 +10,950 +3.4% 17.80% $22.1M 2026-01-22 $67.17
2025 Q3 ADDED — — — 319,410 +4,677 +1.5% 18.79% $21.0M 2025-11-12 $66.16
2025 Q2 ADDED — — — 314,733 +9,405 +3.1% 19.46% $19.8M 2025-08-08 $63.01
2025 Q1 ADDED — — — 305,328 +16,641 +5.8% 21.29% $18.5M 2025-05-12 $59.89
2024 Q4 INITIATED — — — 288,687 — — 21.01% $17.5M 2025-03-11 $59.07

🏢 Other funds also holding FDLO

As of 2026 Q1 — sorted by position size

SYKON CAPITAL LLC 3.95% GFG Capital, LLC 3Y 2.15% Hershey Financial Advisers, LLC 1.04% Roxbury Financial LLC 0.86% Mechanics Bank Trust Department 3Y 7Y 0.75% Abundance Wealth Counselors 3Y 7Y 0.58% Unified Investment Management 0.41% Buttonwood Financial Group, LLC 3Y 0.33% Tempus Wealth Planning, LLC 3Y 0.33% Smart Money Group LLC 3Y 7Y 0.26%

FAQ About Campbell Deegan Wealth Management, LLC and FDLO

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

How long has Campbell Deegan Wealth Management, LLC reported owning FDLO?

Campbell Deegan Wealth Management, LLC reported FDLO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FDLO position in Campbell Deegan Wealth Management, LLC's portfolio?

The largest reported portfolio weight for FDLO was 21.29% in 2025 Q1.

What is the latest reported FDLO position on this page?

The most recent filing on this page is 2026 Q1, when Campbell Deegan Wealth Management, LLC reported 330,828 shares, equal to 17.10% of portfolio, with an estimated market value of $21.4M.

What does the chart on this FDLO ownership page compare?

The chart compares Campbell Deegan Wealth Management, LLC's quarterly FDLO 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.

How well did Campbell Deegan Wealth Management, LLC time their FDLO position?

Based on 13F filing dates vs. subsequent FDLO price moves, Campbell Deegan Wealth Management, LLC correctly timed 5 out of 5 reported position changes (100%).

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