FHEQ β€” FIDELITY GREENWOOD STREET TR

Ownership history in Wealth Quarterback LLC  Β·  3 quarters on record

AI Ownership Summary

Wealth Quarterback LLC reported FIDELITY GREENWOOD STREET TR (FHEQ) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.32% in 2025 Q4. The latest visible filing shows FHEQ at 1.32% 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 FHEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Quarterback LLC's position in FIDELITY GREENWOOD STREET 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

FHEQ was reported at 1.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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 Wealth Quarterback LLC held FHEQ β€” position size vs. price
% of Fund (quarterly)    FHEQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 118,511 +47,509 +66.9% 1.32% $3.7M 2026-02-14 (Est.) $30.59
2025 Q3 ADDED 71,002 +22,671 +46.9% 0.84% $2.2M 2025-10-20 $30.58
2025 Q2 INITIATED 48,331 β€” β€” 0.66% $1.4M 2025-08-08 $29.29

FAQ About Wealth Quarterback LLC and FHEQ

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

How long has Wealth Quarterback LLC reported owning FHEQ?

Wealth Quarterback LLC reported FHEQ across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported FHEQ position in Wealth Quarterback LLC's portfolio?

The largest reported portfolio weight for FHEQ was 1.32% in 2025 Q4.

What is the latest reported FHEQ position on this page?

The most recent filing on this page is 2025 Q4, when Wealth Quarterback LLC reported 118,511 shares, equal to 1.32% of portfolio, with an estimated market value of $3.7M.

What does the chart on this FHEQ ownership page compare?

The chart compares Wealth Quarterback LLC's quarterly FHEQ 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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