FBND — FIDELITY TOTAL

Ownership history in Tidemark, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in FIDELITY TOTAL (FBND). 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
4.96% (2025 Q4)
Avg. % of fund
4.77%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 379,078 +39,797 +11.7% 4.96% $17.5M $45.74
2025 Q3 INITIATED 339,281 — — 4.57% $15.7M $45.34
% of Fund (quarterly)    FBND price (monthly, adj. close)

Other funds also holding FBND

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 29.27% Targeted Financial Services LLC 19.34% SARD WEALTH MANAGEMENT GROUP, LLC 14.28% Goodwin Investment Advisory 3Y 14.24% PRUDENT INVESTORS NETWORK, INC. 3Y 13.89% POWER WEALTH MANAGEMENT LLC 13.22% OLIO Financial Planning 3Y 12.6% S Harris Financial Group, LLC 12.51% Split Rock Private Trading & Wealth Management, LLC 11.26% Navalign, LLC 3Y 11.19%
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