SEC 13F Intelligence

Financial Planning Fort Collins, LLC / FMUN

Financial Planning Fort Collins, LLC’s Fidelity Merrimack Str Tr Position

Does Financial Planning Fort Collins, LLC own Fidelity Merrimack Str Tr (FMUN)? Yes — 37.3K shares worth $2M (+1.41% of its 13F portfolio) as of Q1 2026, up from 34.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
37.3K
% of Portfolio
+1.41%
Quarters Held
2
currently held

Position History FMUN

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.3K$2M+1.41%
Q4 202534.5K$2M+1.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Planning Fort Collins, LLC’s full portfolio or all institutional holders of FMUN.