Crumly & Associates Inc. FAAA — FIDELITY MERRIMACK STR TR

Ownership history in Crumly & Associates Inc.  ·  2 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported FIDELITY MERRIMACK STR TR (FAAA) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.41% in 2026 Q3. The latest visible filing shows FAAA at 0.41% 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 FAAA 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 MERRIMACK STR 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 Q3

FAAA was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q3

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

Time in book
Holding Window
2026 Q2 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.

How Crumly & Associates Inc. held FAAA — position size vs. price
% of Fund (quarterly)    FAAA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 45,603 +27,700 +154.7% 0.41% $2.3M 2026-10-07 $50.30
2026 Q2 INITIATED — — — 17,903 — — 0.17% $898K 2026-07-08 $49.66

FAQ About Crumly & Associates Inc. and FAAA

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 FAAA?

Crumly & Associates Inc. reported FAAA across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

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

The largest reported portfolio weight for FAAA was 0.41% in 2026 Q3.

What is the latest reported FAAA position on this page?

The most recent filing on this page is 2026 Q3, when Crumly & Associates Inc. reported 45,603 shares, equal to 0.41% of portfolio, with an estimated market value of $2.3M.

What does the chart on this FAAA ownership page compare?

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