THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. FVAL FIDELITY COVINGTON ETF

Ownership history in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.  ·  6 quarters on record

AI Ownership Summary

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported FIDELITY COVINGTON ETF (FVAL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows FVAL at 0.01% 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 FVAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s position in FIDELITY COVINGTON ETF, 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 Q1

FVAL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. held FVAL — position size vs. price
% of Fund (quarterly)    FVAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 245 0% 0.01% $17K 2026-04-14 $73.39
2025 Q4 UNCHANGED 245 0% 0.01% $18K 2026-01-20 $71.45
2025 Q3 UNCHANGED 245 0% 0.03% $17K 2025-10-07 $68.61
2025 Q2 UNCHANGED 245 0% 0.00% $16K 2025-07-07 $63.23
2025 Q1 UNCHANGED 245 0% 0.00% $15K 2025-04-10 $54.39
2024 Q4 INITIATED 245 0.00% $15K 2025-01-14 $60.34

FAQ About THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. and FVAL

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

How long has THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported owning FVAL?

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported FVAL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FVAL position in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s portfolio?

The largest reported portfolio weight for FVAL was 0.03% in 2025 Q3.

What is the latest reported FVAL position on this page?

The most recent filing on this page is 2026 Q1, when THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported 245 shares, equal to 0.01% of portfolio, with an estimated market value of $17K.

What does the chart on this FVAL ownership page compare?

The chart compares THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s quarterly FVAL 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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