Fidelity fund shares owned by Prosperity Planning
Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in Fidelity fund
Tip: Access up to 7 years of quarterly data
All positions including Fidelity fund held by Prosperity Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fidelity fund by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $206k | 6.6k | 31.28 |
| 2024-09-30 | $206k | 7.7k | 26.55 |
| 2023-03-31 | $201k | 8.9k | 22.63 |