FLDB FIDELITY MERRIMACK STR TR

Ownership history in NWAM LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which NWAM LLC reported a position in FIDELITY MERRIMACK STR TR (FLDB). 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.

Peak position
0.05% (2025 Q3)
Avg. % of fund
0.04%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,271 -7,944 -52.2% 0.02% $367K $50.09
2025 Q3 ADDED 15,215 +3,618 +31.2% 0.05% $771K $49.54
2025 Q2 INITIATED 11,597 0.05% $585K $48.93
% of Fund (quarterly)    FLDB price (monthly, adj. close)
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