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Fidelity sml mid factr shares owned by Independent Financial Group

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 31k 44.72
2025-09-30 $936k 21k 44.01
2025-06-30 $882k 21k 41.47
2025-03-31 $1.3M 34k 39.16
2024-12-31 $1.9M 46k 41.17
2024-09-30 $948k 23k 41.40