Ownership history in Linscomb Wealth, Inc. · 7 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in FIDELITY COVINGTON TRUST (FDIS). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 3,455 | — | 0% | 0.02% | $355K | $102.48 |
| 2025 Q2 | UNCHANGED | 3,455 | — | 0% | 0.01% | $325K | $93.56 |
| 2025 Q1 | UNCHANGED | 3,455 | — | 0% | 0.01% | $292K | $83.87 |
| 2024 Q4 | UNCHANGED | 3,455 | — | 0% | 0.02% | $337K | $96.48 |
| 2024 Q3 | UNCHANGED | 3,455 | — | 0% | 0.02% | $306K | $87.40 |
| 2024 Q2 | UNCHANGED | 3,455 | — | 0% | 0.01% | $280K | $79.91 |
| 2024 Q1 | INITIATED | 3,455 | — | — | 0.01% | $285K | — |
As of 2025 Q4 — sorted by position size