Hoese & Co LLP FDVV β€” FIDELITY HIGH DIVIDEND

Ownership history in Hoese & Co LLP  Β·  2 quarters on record

AI Ownership Summary

Hoese & Co LLP reported FIDELITY HIGH DIVIDEND (FDVV) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows FDVV at 0.12% 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 FDVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoese & Co LLP's position in FIDELITY HIGH DIVIDEND, 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 Q1

FDVV was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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 Hoese & Co LLP held FDVV β€” position size vs. price
% of Fund (quarterly)    FDVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 3,000 β€” 0% 0.12% $166K 2026-04-22 $58.72
2025 Q4 INITIATED β€” β€” β€” 3,000 β€” β€” 0.12% $170K 2026-01-14 $56.93

FAQ About Hoese & Co LLP and FDVV

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

How long has Hoese & Co LLP reported owning FDVV?

Hoese & Co LLP reported FDVV across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FDVV position in Hoese & Co LLP's portfolio?

The largest reported portfolio weight for FDVV was 0.12% in 2026 Q1.

What is the latest reported FDVV position on this page?

The most recent filing on this page is 2026 Q1, when Hoese & Co LLP reported 3,000 shares, equal to 0.12% of portfolio, with an estimated market value of $166K.

What does the chart on this FDVV ownership page compare?

The chart compares Hoese & Co LLP's quarterly FDVV 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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