Ownership history in WEALTHSPAN PARTNERS, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in FIDELITY MERRIMACK STR TR (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 146,662 | +32,865 | +28.9% | 2.45% | $6.8M | $45.74 |
| 2025 Q3 | ADDED | 113,797 | +16,475 | +16.9% | 2.01% | $5.3M | $45.34 |
| 2025 Q2 | ADDED | 97,322 | +8,229 | +9.2% | 1.84% | $4.5M | $44.35 |
| 2025 Q1 | ADDED | 89,093 | +17,544 | +24.5% | 1.88% | $4.1M | $43.73 |
| 2024 Q4 | ADDED | 71,549 | +20,145 | +39.2% | 1.53% | $3.2M | $42.52 |
| 2024 Q3 | ADDED | 51,404 | +25,185 | +96.1% | 1.19% | $2.4M | $43.77 |
| 2024 Q2 | ADDED | 26,219 | +8,098 | +44.7% | 0.65% | $1.2M | $41.60 |
| 2024 Q1 | ADDED | 18,121 | +4,497 | +33.0% | 0.48% | $821K | $41.44 |
| 2023 Q4 | ADDED | 13,624 | +2,530 | +22.8% | 0.44% | $627K | $41.63 |
| 2023 Q3 | INITIATED | 11,094 | — | — | 0.38% | $483K | — |
As of 2025 Q4 — sorted by position size