FBND β€” FIDELITY MERRIMACK STR TR

Ownership history in POWER WEALTH MANAGEMENT LLC  Β·  9 quarters on record

AI Ownership Summary

POWER WEALTH MANAGEMENT LLC reported FIDELITY MERRIMACK STR TR (FBND) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 15.1% in 2025 Q1. The latest visible filing shows FBND at 13.22% 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 FBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was POWER WEALTH MANAGEMENT LLC's position in FIDELITY MERRIMACK STR TR, 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
2025 Q4

FBND was reported at 13.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.1% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 POWER WEALTH MANAGEMENT LLC held FBND β€” position size vs. price
% of Fund (quarterly)    FBND price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 815,728 +35,761 +4.6% 13.22% $37.6M 2026-02-14 (Est.) $46.23
2025 Q3 REDUCED 779,967 -50,081 -6.0% 13.13% $36.1M 2025-11-12 $45.55
2025 Q2 ADDED 830,048 +12,815 +1.6% 14.60% $38.0M 2025-08-12 $44.39
2025 Q1 ADDED 817,233 +72,381 +9.7% 15.10% $37.3M 2025-05-14 $43.03
2024 Q4 ADDED 744,852 +109,722 +17.3% 13.96% $33.4M 2025-02-13 $42.76
2024 Q3 ADDED 635,130 +82,377 +14.9% 12.68% $29.7M 2024-11-12 $42.43
2024 Q2 ADDED 552,753 +116,820 +26.8% 11.87% $24.8M 2024-08-13 $42.93
2024 Q1 ADDED 435,933 +65,057 +17.5% 12.39% $19.8M 2024-05-03 $40.84
2023 Q4 INITIATED 370,876 β€” β€” 11.87% $17.1M 2024-02-06 $41.13

FAQ About POWER WEALTH MANAGEMENT LLC and FBND

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

How long has POWER WEALTH MANAGEMENT LLC reported owning FBND?

POWER WEALTH MANAGEMENT LLC reported FBND across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FBND position in POWER WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for FBND was 15.10% in 2025 Q1.

What is the latest reported FBND position on this page?

The most recent filing on this page is 2025 Q4, when POWER WEALTH MANAGEMENT LLC reported 815,728 shares, equal to 13.22% of portfolio, with an estimated market value of $37.6M.

What does the chart on this FBND ownership page compare?

The chart compares POWER WEALTH MANAGEMENT LLC's quarterly FBND 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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