FCOM FIDELITY COVINGTON TR

Ownership history in Crumly & Associates Inc.  ·  23 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported FIDELITY COVINGTON TR (FCOM) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.44% in 2025 Q4. The latest visible filing shows FCOM at 1.94% 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 FCOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in FIDELITY COVINGTON TR, 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

FCOM was reported at 1.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.44% in 2025 Q4

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 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 Crumly & Associates Inc. held FCOM — position size vs. price
% of Fund (quarterly)    FCOM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 135,505 -23,286 -14.7% 1.94% $9.2M 2026-05-15 (Est.) $73.28
2025 Q4 ADDED 158,791 +33,200 +26.4% 2.44% $11.6M 2026-01-14 $73.22
2025 Q3 ADDED 125,591 +1,658 +1.3% 1.95% $8.9M 2025-11-03 $69.72
2025 Q2 ADDED 123,933 +12,456 +11.2% 1.96% $8.0M 2025-07-02 $63.89
2025 Q1 ADDED 111,477 +75,817 +212.6% 1.73% $6.3M 2025-04-22 $52.16
2024 Q4 REDUCED 35,660 -4,570 -11.4% 0.57% $2.1M 2025-02-03 $62.36
2024 Q3 REDUCED 40,230 -81,861 -67.0% 0.61% $2.2M 2024-11-01 $55.49
2024 Q2 ADDED 122,091 +2,722 +2.3% 1.84% $6.4M 2024-08-02 $49.80
2024 Q1 ADDED 119,369 +9,958 +9.1% 1.56% $5.9M 2024-05-01 $47.31
2023 Q4 ADDED 109,411 +18,004 +19.7% 1.44% $5.2M 2024-01-29 $46.84
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and FCOM

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

How long has Crumly & Associates Inc. reported owning FCOM?

Crumly & Associates Inc. reported FCOM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FCOM position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for FCOM was 2.44% in 2025 Q4.

What is the latest reported FCOM position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 135,505 shares, equal to 1.94% of portfolio, with an estimated market value of $9.2M.

What does the chart on this FCOM ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly FCOM 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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