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Fidelity sml mid factr shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Fidelity sml mid factr

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All positions including Fidelity sml mid factr held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5k 126 44.01

More positions owned by Kathleen S. Wright Associates

Vanguard Index Fds &p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del L B New (BRK.B)
Vaneck Etf Trust Rngstr Wde Moat (MOAT)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Index Fds Rowth Etf (VUG)
Vanguard Index Fds Id Cap Etf (VO)
Wisdomtree Tr S Smallcap Fund (EES)
Vanguard Index Fds Otal Stk Mkt (VTI)
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI)
American Express Om (AXP)
Schwab Strategic Tr Ntl Eqty Etf (SCHF)
Ishares Tr Sci Usa Min Vol (USMV)
Schwab Strategic Tr Ntl Sceqt Etf (SCHC)
Brookfield Corp L A Ltd Vt Sh (BN)
Ea Series Trust S Quan Value (QVAL)

View all positions for Kathleen S. Wright Associates

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