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Fidelity Covington shares owned by Fiduciary Planning

Quarter-by-quarter ownership of Fidelity Covington (FFLC) shares owned by Fiduciary Planning from 13F filings

Historical chart of Fiduciary Planning investment in Fidelity Covington

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington held by Fiduciary Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington by Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 245k 52.04
2025-06-30 $11M 223k 48.86
2025-03-31 $10M 231k 43.50
2024-12-31 $9.5M 208k 45.89
2024-09-30 $8.2M 180k 45.66
2024-06-30 $7.0M 162k 43.48