Cornerstone Wealth, LLC/TN FMDE — FIDELITY COVINGTON TRUST

Ownership history in Cornerstone Wealth, LLC/TN  ·  3 quarters on record

AI Ownership Summary

Cornerstone Wealth, LLC/TN reported FIDELITY COVINGTON TRUST (FMDE) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 1.72% in 2026 Q2. The latest visible filing shows FMDE at 1.66% 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 FMDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Wealth, LLC/TN'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 Q3

FMDE was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q3

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.

FMDE stock page Cornerstone Wealth, LLC/TN fund profile Cornerstone Wealth, LLC/TN full holdings
How Cornerstone Wealth, LLC/TN held FMDE — position size vs. price
% of Fund (quarterly)    FMDE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 83,660 -269 -0.3% 1.66% $3.5M 2026-10-28 $41.76
2026 Q2 ADDED — — — 83,929 +7,859 +10.3% 1.72% $3.4M 2026-07-29 $40.77
2026 Q1 INITIATED — — — 76,070 — — 1.63% $2.9M 2026-05-19 $37.94

🏢 Other funds also holding FMDE

As of 2026 Q3 — sorted by position size

Richard P Slaughter Associates Inc 3Y 10.69% LIFELONG WEALTH ADVISORS, INC. 6.83% Serenity Investment Advisors 5.41% Mayfair Advisory Group, LLC 3Y 5.31% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 4.73% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 4.54% Kendall Capital Management 3Y 7Y 4.53% KFG WEALTH MANAGEMENT, LLC 3Y 4.46% Base Wealth Management LLC 4.14% Broadway Wealth Solutions, Inc. 3.6%

FAQ About Cornerstone Wealth, LLC/TN and FMDE

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

How long has Cornerstone Wealth, LLC/TN reported owning FMDE?

Cornerstone Wealth, LLC/TN reported FMDE across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported FMDE position in Cornerstone Wealth, LLC/TN's portfolio?

The largest reported portfolio weight for FMDE was 1.72% in 2026 Q2.

What is the latest reported FMDE position on this page?

The most recent filing on this page is 2026 Q3, when Cornerstone Wealth, LLC/TN reported 83,660 shares, equal to 1.66% of portfolio, with an estimated market value of $3.5M.

What does the chart on this FMDE ownership page compare?

The chart compares Cornerstone Wealth, LLC/TN's quarterly FMDE 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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