FDLO FIDELITY

Ownership history in Weaver Consulting Group  ·  28 quarters on record

This page tracks every 13F SEC filing in which Weaver Consulting Group reported a position in FIDELITY (FDLO). 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
1.45% (2020 Q4)
Avg. % of fund
1.06%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 43,159 -118 -0.3% 0.70% $2.9M $66.46
2025 Q3 REDUCED 43,277 -600 -1.4% 0.73% $2.9M $65.37
2025 Q2 REDUCED 43,877 -435 -1.0% 0.76% $2.8M $62.12
2025 Q1 REDUCED 44,312 -400 -0.9% 0.81% $2.7M $59.73
2024 Q4 REDUCED 44,712 -141 -0.3% 0.83% $2.7M $59.46
2024 Q3 REDUCED 44,853 -412 -0.9% 0.87% $2.8M $59.99
2024 Q2 REDUCED 45,265 -211 -0.5% 0.90% $2.6M $55.59
2024 Q1 REDUCED 45,476 -18 -0.0% 0.95% $2.6M $54.56
2023 Q4 REDUCED 45,494 -113 -0.2% 0.98% $2.4M $51.23
2023 Q3 REDUCED 45,607 -3,250 -6.7% 1.00% $2.2M $46.90
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FDLO price (monthly, adj. close)
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