FHLC FIDELITY COVINGTON TR

Ownership history in Crumly & Associates Inc.  ·  25 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported FIDELITY COVINGTON TR (FHLC) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2025 Q1. The latest visible filing shows FHLC at 0.15% 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 FHLC 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

FHLC was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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 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 FHLC — position size vs. price
% of Fund (quarterly)    FHLC 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 UNCHANGED 10,005 0% 0.15% $704K 2026-05-15 (Est.) $nan
2025 Q4 REDUCED 10,005 -88 -0.9% 0.16% $743K 2026-01-14 $75.44
2025 Q3 ADDED 10,093 +6 +0.1% 0.15% $675K 2025-11-03 $69.14
2025 Q2 ADDED 10,087 +922 +10.1% 0.16% $645K 2025-07-02 $63.61
2025 Q1 ADDED 9,165 +1,037 +12.8% 0.17% $626K 2025-04-22 $62.27
2024 Q4 UNCHANGED 8,128 0% 0.14% $531K 2025-02-03 $68.64
2024 Q3 UNCHANGED 8,128 0% 0.16% $592K 2024-11-01 $68.56
2024 Q2 UNCHANGED 8,128 0% 0.16% $558K 2024-08-02 $69.34
2024 Q1 UNCHANGED 8,128 0% 0.15% $567K 2024-05-01 $64.41
2023 Q4 REDUCED 8,128 -819 -9.2% 0.15% $534K 2024-01-29 $64.22
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and FHLC

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 FHLC?

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

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

The largest reported portfolio weight for FHLC was 0.17% in 2025 Q1.

What is the latest reported FHLC position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 10,005 shares, equal to 0.15% of portfolio, with an estimated market value of $704K.

What does the chart on this FHLC ownership page compare?

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