Lloyd Advisory Services, LLC. FDRV β€” FIDELITY COVINGTON TRUST

Ownership history in Lloyd Advisory Services, LLC.  Β·  1 quarter on record

AI Ownership Summary

Lloyd Advisory Services, LLC. reported FIDELITY COVINGTON TRUST (FDRV) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows FDRV at 0.00% 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 FDRV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lloyd Advisory Services, LLC.'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
2026 Q1

FDRV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2026 Q1 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 Lloyd Advisory Services, LLC. held FDRV β€” position size vs. price
% of Fund (quarterly)    FDRV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” β€” β€” β€” 0.00% $2 2026-05-13 $20.35

FAQ About Lloyd Advisory Services, LLC. and FDRV

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

How long has Lloyd Advisory Services, LLC. reported owning FDRV?

Lloyd Advisory Services, LLC. reported FDRV across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported FDRV position in Lloyd Advisory Services, LLC.'s portfolio?

The largest reported portfolio weight for FDRV was 0.00% in 2026 Q1.

What is the latest reported FDRV position on this page?

The latest section of the table and chart shows the most recent reported FDRV position for Lloyd Advisory Services, LLC..

What does the chart on this FDRV ownership page compare?

The chart compares Lloyd Advisory Services, LLC.'s quarterly FDRV 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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