Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 21 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in FIDELITY INFO TECH ETF (FTEC). 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 Q3 | ADDED | 20,284 | +4,835 | +31.3% | 1.73% | $4.5M | $221.67 |
| 2025 Q2 | ADDED | 15,449 | +525 | +3.5% | 1.32% | $3.0M | $196.58 |
| 2025 Q1 | ADDED | 14,924 | +135 | +0.9% | 1.10% | $2.4M | $160.54 |
| 2024 Q4 | ADDED | 14,789 | +448 | +3.1% | 1.21% | $2.7M | $183.79 |
| 2024 Q3 | REDUCED | 14,341 | -618 | -4.1% | 1.13% | $2.5M | $173.28 |
| 2024 Q2 | ADDED | 14,959 | +5,275 | +54.5% | 1.25% | $2.6M | $170.10 |
| 2024 Q1 | REDUCED | 9,684 | -12 | -0.1% | 0.80% | $1.5M | $154.34 |
| 2023 Q4 | REDUCED | 9,696 | -40 | -0.4% | 0.80% | $1.4M | $142.04 |
| 2023 Q3 | UNCHANGED | 9,736 | — | 0% | 0.73% | $1.2M | $121.19 |
| 2023 Q2 | REDUCED | 9,736 | -3 | -0.0% | 0.72% | $1.3M | $128.57 |
As of 2025 Q4 — sorted by position size