Ownership history in Winch Advisory Services, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in FIDELITY COVINGTON TR DISRUPTORS ETF (FDIF). 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 | UNCHANGED | 308 | — | 0% | 0.00% | $11K | $35.79 |
| 2025 Q3 | UNCHANGED | 308 | — | 0% | 0.00% | $11K | $35.47 |
| 2025 Q2 | UNCHANGED | 308 | — | 0% | 0.00% | $10K | $33.67 |
| 2025 Q1 | UNCHANGED | 308 | — | 0% | 0.00% | $9K | $29.49 |
| 2024 Q4 | UNCHANGED | 308 | — | 0% | 0.00% | $10K | $31.44 |
| 2024 Q3 | UNCHANGED | 308 | — | 0% | 0.00% | $9K | $30.17 |
| 2024 Q2 | UNCHANGED | 308 | — | 0% | 0.00% | $9K | $28.66 |
| 2024 Q1 | UNCHANGED | 308 | — | 0% | 0.00% | $9K | $28.50 |
| 2023 Q4 | UNCHANGED | 308 | — | 0% | 0.00% | $8K | $26.26 |
| 2023 Q3 | UNCHANGED | 308 | — | 0% | 0.00% | $7K | $22.60 |
As of 2025 Q4 — sorted by position size