Ownership history in LOWERY THOMAS, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in FIDELITY MERRIMACK STR TR (FLDR). 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 Q4 | ADDED | 74,451 | +5,384 | +7.8% | 2.11% | $3.7M | $49.90 |
| 2025 Q3 | ADDED | 69,067 | +6,592 | +10.6% | 2.00% | $3.5M | $49.31 |
| 2025 Q2 | REDUCED | 62,475 | -3,072 | -4.7% | 2.00% | $3.1M | $48.59 |
| 2025 Q1 | ADDED | 65,547 | +35 | +0.1% | 2.25% | $3.3M | $48.06 |
| 2024 Q4 | ADDED | 65,512 | +16,876 | +34.7% | 2.13% | $3.3M | $47.34 |
| 2024 Q3 | INITIATED | 48,636 | — | — | 1.66% | $2.4M | $46.79 |
As of 2025 Q4 — sorted by position size