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Fidelity sml mid factr shares owned by Laurel Wealth Planning

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Laurel Wealth Planning from 13F filings

Historical chart of Laurel Wealth Planning investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Laurel Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 47k 44.01
2025-06-30 $2.1M 50k 41.47
2025-03-31 $1.7M 45k 39.16

More positions owned by Laurel Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Bloomberg Short (BWZ)
Spdr Series Trust S&p 500 Esg Etf (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Us Infrastruc (IFRA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Wisdomtree Tr India Erngs Fd (EPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Esg Awr Msci Em (ESGE)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Laurel Wealth Planning

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Atria Investments
Stifel Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
Cambridge Investment Research Advisors
Raymond James Financial

View all funds holding Fidelity sml mid factr