FDEM — FIDELITY COVINGTON TRUST

Ownership history in Elevation Wealth Management LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Elevation Wealth Management LLC reported a position in FIDELITY COVINGTON TRUST (FDEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.31% (2025 Q4)
Avg. % of fund
0.31%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 10,495 — — 0.31% $324K $30.73
% of Fund (quarterly)    FDEM price (monthly, adj. close)

Other funds also holding FDEM

As of 2025 Q4 — sorted by position size

S Harris Financial Group, LLC 2.36% Wayfinding Financial, LLC 3Y 1.4% McAdam, LLC 3Y 7Y 1.04% Dentgroup LLC 3Y 0.89% Mayfair Advisory Group, LLC 3Y 0.7% REDW Wealth LLC 3Y 7Y 0.51% New Insight Wealth Advisors 0.41% DAHRING | CUSMANO LLC 0.38% Investmark Advisory Group LLC 3Y 0.32% Whipplewood Advisors, LLC 0.3%
← Back to Elevation Wealth Management LLC Holdings