FDMO β€” FIDELITY COVINGTON TRUST

Ownership history in Elevation Capital Advisory, LLC  Β·  2 quarters on record

AI Ownership Summary

Elevation Capital Advisory, LLC reported FIDELITY COVINGTON TRUST (FDMO) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.8% in 2025 Q4. The latest visible filing shows FDMO at 1.80% 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 FDMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elevation Capital Advisory, LLC'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
2025 Q4

FDMO was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% 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
2025 Q3 to 2025 Q4

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 Elevation Capital Advisory, LLC held FDMO β€” position size vs. price
% of Fund (quarterly)    FDMO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 52,354 +29,127 +125.4% 1.80% $4.4M 2026-02-14 (Est.) $83.76
2025 Q3 INITIATED 23,227 β€” β€” 0.77% $1.9M 2025-10-30 $84.22

FAQ About Elevation Capital Advisory, LLC and FDMO

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

How long has Elevation Capital Advisory, LLC reported owning FDMO?

Elevation Capital Advisory, LLC reported FDMO across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported FDMO position in Elevation Capital Advisory, LLC's portfolio?

The largest reported portfolio weight for FDMO was 1.80% in 2025 Q4.

What is the latest reported FDMO position on this page?

The most recent filing on this page is 2025 Q4, when Elevation Capital Advisory, LLC reported 52,354 shares, equal to 1.80% of portfolio, with an estimated market value of $4.4M.

What does the chart on this FDMO ownership page compare?

The chart compares Elevation Capital Advisory, LLC's quarterly FDMO 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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