FDEM β€” Fidelity Emerging Markets Multifactor ETF

Ownership history in Investmark Advisory Group LLC  Β·  4 quarters on record

AI Ownership Summary

Investmark Advisory Group LLC reported Fidelity Emerging Markets Multifactor ETF (FDEM) in 4 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.32% in 2025 Q4. The latest visible filing shows FDEM at 0.32% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investmark Advisory Group LLC's position in Fidelity Emerging Markets Multifactor ETF, 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

FDEM was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% 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 Q2 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 Investmark Advisory Group LLC held FDEM β€” position size vs. price
% of Fund (quarterly)    FDEM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 24,679 +1,162 +4.9% 0.32% $762K 2026-02-14 (Est.) $34.26
2025 Q3 ADDED 23,517 +4,632 +24.5% 0.31% $707K 2025-10-23 $30.35
2025 Q2 ADDED 18,885 +18,725 +11703.1% 0.25% $529K 2025-08-14 $28.57
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Investmark Advisory Group LLC and FDEM

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

How long has Investmark Advisory Group LLC reported owning FDEM?

Investmark Advisory Group LLC reported FDEM across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported FDEM position in Investmark Advisory Group LLC's portfolio?

The largest reported portfolio weight for FDEM was 0.32% in 2025 Q4.

What is the latest reported FDEM position on this page?

The most recent filing on this page is 2025 Q4, when Investmark Advisory Group LLC reported 24,679 shares, equal to 0.32% of portfolio, with an estimated market value of $762K.

What does the chart on this FDEM ownership page compare?

The chart compares Investmark Advisory Group LLC's quarterly FDEM 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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