Ownership history in GERBER, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which GERBER, LLC reported a position in FIDELITY MERRIMACK STR TR (FBND). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 32,125 | +6,997 | +27.8% | 0.82% | $1.5M | $45.74 |
| 2025 Q3 | ADDED | 25,128 | +4,619 | +22.5% | 0.73% | $1.2M | $45.34 |
| 2025 Q2 | REDUCED | 20,509 | -1,091 | -5.1% | 0.66% | $938K | $44.35 |
| 2025 Q1 | REDUCED | 21,600 | -1,411 | -6.1% | 0.82% | $986K | $43.73 |
| 2024 Q4 | ADDED | 23,011 | +62 | +0.3% | 0.75% | $1.0M | $42.52 |
| 2024 Q3 | ADDED | 22,949 | +4,179 | +22.3% | 0.79% | $1.1M | $43.77 |
| 2024 Q2 | ADDED | 18,770 | +7,002 | +59.5% | 0.66% | $843K | $41.60 |
| 2024 Q1 | ADDED | 11,768 | +992 | +9.2% | 0.45% | $533K | $41.44 |
| 2023 Q4 | INITIATED | 10,776 | — | — | 0.45% | $496K | — |
As of 2025 Q4 — sorted by position size