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Fidelity fund shares owned by Elm3 Financial Group

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Elm3 Financial Group from 13F filings

Historical chart of Elm3 Financial Group investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Elm3 Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Elm3 Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $415k 17k 24.47
2025-06-30 $361k 16k 23.29

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