Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in FIDELITY MERRIMACK STR TR (FTBD). 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 | REDUCED | 22,143 | -1,980 | -8.2% | 0.00% | $1.1M | $49.21 |
| 2025 Q3 | REDUCED | 24,123 | -189 | -0.8% | 0.00% | $1.2M | $48.94 |
| 2025 Q2 | ADDED | 24,312 | +1,172 | +5.1% | 0.00% | $1.2M | $47.63 |
| 2025 Q1 | REDUCED | 23,140 | -2,359 | -9.3% | 0.00% | $1.1M | $46.68 |
| 2024 Q4 | ADDED | 25,499 | +3,244 | +14.6% | 0.00% | $1.2M | $45.42 |
| 2024 Q3 | ADDED | 22,255 | +12,317 | +123.9% | 0.00% | $1.1M | $47.02 |
| 2024 Q2 | INITIATED | 9,938 | — | — | 0.00% | $480K | — |
As of 2025 Q4 — sorted by position size