Avidian Wealth Enterprises, LLC FMUN — FIDELITY MERRIMACK STR TR

Ownership history in Avidian Wealth Enterprises, LLC  ·  4 quarters on record

AI Ownership Summary

Avidian Wealth Enterprises, LLC reported FIDELITY MERRIMACK STR TR (FMUN) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows FMUN at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FMUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avidian Wealth Enterprises, LLC's position in FIDELITY MERRIMACK STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FMUN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FMUN stock page Avidian Wealth Enterprises, LLC fund profile Avidian Wealth Enterprises, LLC full holdings
How Avidian Wealth Enterprises, LLC held FMUN — position size vs. price
% of Fund (quarterly)    FMUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,800 +2,369 +19.1% 0.02% $735K 2026-05-07 $50.10
2025 Q4 ADDED — — — 12,431 +20 +0.2% 0.02% $624K 2026-02-02 $50.00
2025 Q3 ADDED — — — 12,411 +613 +5.2% 0.02% $618K 2025-10-30 $49.26
2025 Q2 INITIATED — — — 11,798 — — 0.02% $574K 2025-07-30 $47.01

🏢 Other funds also holding FMUN

As of 2026 Q1 — sorted by position size

Riverview Trust Co 3Y 7Y 21.48% Life Planning Partners, Inc 3Y 1.7% Financial Planning Fort Collins, LLC 1.41% CAMELOT TECHNOLOGY ADVISORS, INC. 0.2% Global Wealth Management, LLC 0.16% Embree Financial Group 0.11% Stone House Investment Management, LLC 3Y 7Y 0.03% CAHABA WEALTH MANAGEMENT, INC. 3Y 7Y 0.02% TD Capital Management LLC 3Y 7Y 0.02% Sigma Planning Corp 3Y 7Y 0.01%

FAQ About Avidian Wealth Enterprises, LLC and FMUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avidian Wealth Enterprises, LLC reported owning FMUN?

Avidian Wealth Enterprises, LLC reported FMUN across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported FMUN position in Avidian Wealth Enterprises, LLC's portfolio?

The largest reported portfolio weight for FMUN was 0.02% in 2025 Q2.

What is the latest reported FMUN position on this page?

The most recent filing on this page is 2026 Q1, when Avidian Wealth Enterprises, LLC reported 14,800 shares, equal to 0.02% of portfolio, with an estimated market value of $735K.

What does the chart on this FMUN ownership page compare?

The chart compares Avidian Wealth Enterprises, LLC's quarterly FMUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Avidian Wealth Enterprises, LLC time their FMUN position?

Based on 13F filing dates vs. subsequent FMUN price moves, Avidian Wealth Enterprises, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on FMUN relative to SPY over the holding period was -10.7%.

← Back to Avidian Wealth Enterprises, LLC Holdings