FLDR — FIDELITY MERRIMACK STR TR

Ownership history in HERBST GROUP, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which HERBST GROUP, LLC reported a position in FIDELITY MERRIMACK STR TR (FLDR). 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
1.41% (2025 Q4)
Avg. % of fund
1.32%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 47,600 +7,850 +19.7% 1.41% $2.4M $49.90
2025 Q3 INITIATED 39,750 — — 1.24% $2.0M $49.31
% of Fund (quarterly)    FLDR price (monthly, adj. close)

Other funds also holding FLDR

As of 2025 Q4 — sorted by position size

Cedar Point Capital Partners, LLC 4.05% PLANNING DIRECTIONS INC 3Y 7Y 2.87% RCS Financial Planning, LLC 3Y 2.63% LOWERY THOMAS, LLC 3Y 2.11% Kraft, Davis & Associates, LLC 3Y 1.95% Lakeridge Wealth Management LLC 1.54% Schwallier Wealth Management LLC 1.54% HOWARD WEALTH MANAGEMENT, LLC 3Y 1.11% Cottage Street Advisors LLC 3Y 7Y 1.01% Sugar Maple Asset Management, LLC 0.53%
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