FREL FIDELITY COVINGTON TRUST

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  12 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported FIDELITY COVINGTON TRUST (FREL) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows FREL at 0.01% 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 FREL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koesten, Hirschmann & Crabtree, INC.'s position in FIDELITY COVINGTON TRUST, 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 Q3

FREL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Koesten, Hirschmann & Crabtree, INC. held FREL — position size vs. price
% of Fund (quarterly)    FREL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 468 0% 0.01% $13K 2025-11-05 $26.64
2025 Q2 ADDED 468 +177 +60.8% 0.01% $13K 2025-08-15 $26.52
2025 Q1 UNCHANGED 291 0% 0.00% $8K 2025-04-23 $25.41
2024 Q4 ADDED 291 +2 +0.7% 0.00% $8K 2025-02-14 $26.55
2024 Q3 REDUCED 289 -166 -36.5% 0.00% $9K 2024-11-04 $27.03
2024 Q2 UNCHANGED 455 0% 0.01% $12K 2024-09-09 $27.32
2024 Q1 REDUCED 455 -58 -11.3% 0.01% $12K 2024-05-22 $23.51
2023 Q4 ADDED 513 +38 +8.0% 0.01% $14K 2024-02-14 $23.21
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Koesten, Hirschmann & Crabtree, INC. and FREL

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

How long has Koesten, Hirschmann & Crabtree, INC. reported owning FREL?

Koesten, Hirschmann & Crabtree, INC. reported FREL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FREL position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for FREL was 0.01% in 2023 Q4.

What is the latest reported FREL position on this page?

The most recent filing on this page is 2025 Q3, when Koesten, Hirschmann & Crabtree, INC. reported 468 shares, equal to 0.01% of portfolio, with an estimated market value of $13K.

What does the chart on this FREL ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'s quarterly FREL 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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