LYNCH & ASSOCIATES/IN FELV — FIDELITY ENHANCED LARGE CAP VA

Ownership history in LYNCH & ASSOCIATES/IN  ·  2 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported FIDELITY ENHANCED LARGE CAP VA (FELV) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 1.78% in 2026 Q3. The latest visible filing shows FELV at 1.78% 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 FELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYNCH & ASSOCIATES/IN's position in FIDELITY ENHANCED LARGE CAP VA, 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 Q3

FELV was reported at 1.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2026 Q3

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

Time in book
Holding Window
2026 Q2 to 2026 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 LYNCH & ASSOCIATES/IN held FELV — position size vs. price
% of Fund (quarterly)    FELV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 300,777 +267,685 +808.9% 1.78% $12.4M 2026-10-13 $42.43
2026 Q2 INITIATED — — — 33,092 — — 0.23% $1.3M 2026-07-13 $40.84

FAQ About LYNCH & ASSOCIATES/IN and FELV

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

How long has LYNCH & ASSOCIATES/IN reported owning FELV?

LYNCH & ASSOCIATES/IN reported FELV across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported FELV position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for FELV was 1.78% in 2026 Q3.

What is the latest reported FELV position on this page?

The most recent filing on this page is 2026 Q3, when LYNCH & ASSOCIATES/IN reported 300,777 shares, equal to 1.78% of portfolio, with an estimated market value of $12.4M.

What does the chart on this FELV ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly FELV 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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