SEC 13F Intelligence

Financially Speaking Inc / FLDR

Financially Speaking Inc’s Fidelity Merrimack Str Tr Position

Does Financially Speaking Inc own Fidelity Merrimack Str Tr (FLDR)? Yes — 150.6K shares worth $8M (+36.60% of its 13F portfolio) as of Q1 2026, down from 349.0K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
150.6K
% of Portfolio
+36.60%
Quarters Held
6
currently held

Position History FLDR

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $9MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $18MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026150.6K$8M+36.60%
Q4 2025349.0K$18M+11.34%
Q3 2025107.8K$5M+3.55%
Q2 2025185.3K$9M+6.10%
Q1 202546.6K$2M+1.72%
Q4 202454.2K$3M+1.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financially Speaking Inc’s full portfolio or all institutional holders of FLDR.