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Fidelity sml mid factr shares owned by Riverbend Wealth Management

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

Historical chart of Riverbend Wealth Management investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Riverbend Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 27k 44.01
2025-06-30 $1.1M 27k 41.47
2025-03-31 $1.0M 27k 39.16
2024-12-31 $1.0M 25k 41.23

More positions owned by Riverbend Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Broadcom (AVGO)
Ishares Tr Core Div Grwth (DGRO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Riverbend Wealth Management

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