FBND β€” FIDELITY

Ownership history in LEIGH BALDWIN & CO., LLC  Β·  5 quarters on record

AI Ownership Summary

LEIGH BALDWIN & CO., LLC reported FIDELITY (FBND) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.53% in 2025 Q3. The latest visible filing shows FBND at 2.37% 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 FBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEIGH BALDWIN & CO., LLC's position in FIDELITY, 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

FBND was reported at 2.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.53% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 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 LEIGH BALDWIN & CO., LLC held FBND β€” position size vs. price
% of Fund (quarterly)    FBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 78,374 -149,400 -65.6% 2.37% $3.6M 2026-02-14 (Est.) $46.23
2025 Q3 ADDED 227,774 +158,429 +228.5% 2.53% $8.7M 2025-11-13 $45.41
2025 Q2 ADDED 69,345 +19,691 +39.7% 2.09% $3.2M 2025-08-12 $44.39
2025 Q1 REDUCED 49,654 -1,626,149 -97.0% 1.82% $2.3M 2025-05-13 $43.17
2024 Q4 INITIATED 1,675,803 β€” β€” 1.46% $1.7M 2025-02-14 $42.92

FAQ About LEIGH BALDWIN & CO., LLC and FBND

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

How long has LEIGH BALDWIN & CO., LLC reported owning FBND?

LEIGH BALDWIN & CO., LLC reported FBND across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FBND position in LEIGH BALDWIN & CO., LLC's portfolio?

The largest reported portfolio weight for FBND was 2.53% in 2025 Q3.

What is the latest reported FBND position on this page?

The most recent filing on this page is 2025 Q4, when LEIGH BALDWIN & CO., LLC reported 78,374 shares, equal to 2.37% of portfolio, with an estimated market value of $3.6M.

What does the chart on this FBND ownership page compare?

The chart compares LEIGH BALDWIN & CO., LLC's quarterly FBND 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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