Fidelity divid etf risi shares owned by Herold Advisors
Quarter-by-quarter ownership of Fidelity divid etf risi (FDRR) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Fidelity divid etf risi
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Quarterly reported holdings in Fidelity divid etf risi by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $722k | 12k | 58.62 |
| 2025-06-30 | $400k | 7.4k | 54.23 |
| 2025-03-31 | $615k | 12k | 49.95 |
| 2024-12-31 | $633k | 12k | 51.38 |
| 2024-09-30 | $635k | 12k | 51.50 |
| 2024-06-30 | $594k | 12k | 48.25 |
| 2024-03-31 | $574k | 12k | 46.55 |
| 2023-12-31 | $541k | 12k | 43.91 |
| 2023-09-30 | $490k | 12k | 39.77 |
| 2023-06-30 | $514k | 12k | 41.74 |
| 2023-03-31 | $501k | 12k | 40.66 |
| 2022-12-31 | $541k | 14k | 39.85 |
| 2022-09-30 | $481k | 14k | 35.45 |
| 2022-06-30 | $524k | 14k | 38.61 |
| 2022-03-31 | $604k | 14k | 44.52 |
| 2021-12-31 | $615k | 14k | 45.32 |
| 2021-09-30 | $561k | 14k | 41.34 |