SEC 13F Intelligence

NH PORTFOLIO 2030 (FIDELITY FU

CUSIP NH2030003

Nh Portfolio 2030 (Fidelity Fu has 1 institutional holders in Filings Flow’s 13F database, together reporting 7.3K shares worth $234,000 as of Q1 2026.

Institutional Holders
1
Q1 2026
Reported Value
$234,000
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q3 ’24: 1Q3 ’24Q1 ’25: 1Q1 ’25Q2 ’25: 1Q2 ’25Q3 ’25: 1Q3 ’25Q4 ’25: 1Q4 ’25Q1 ’26: 1Q1 ’26filingsflow.com
Total reported value
Q3 ’24: $201,000Q3 ’24Q1 ’25: $205,000Q1 ’25Q2 ’25: $208,000Q2 ’25Q3 ’25: $217,000Q3 ’25Q4 ’25: $226,000Q4 ’25Q1 ’26: $234,000Q1 ’26filingsflow.com

Holders

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Manager% of PortfolioValueSharesQuarter
NEVILLE RODIE & SHAW INC$1.5B AUM0.02%$234,0007.3KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.