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Fidelity sml mid factr shares owned by Novem Group

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

Historical chart of Novem 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 Novem 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 Novem Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.0M 203k 44.13
2025-09-30 $8.9M 201k 44.01
2025-06-30 $7.0M 168k 41.47

More positions owned by Novem Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust State Street Spd (SPYM)
Fidelity Covington Trust Fundamental Larg (FFLC)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYV)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Novem Group

Top funds holding Fidelity sml mid factr

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

View all funds holding Fidelity sml mid factr