BEACON INVESTMENT ADVISORY SERVICES, INC. FCOM β€” FIDELITY COVINGTON TRUST

Ownership history in BEACON INVESTMENT ADVISORY SERVICES, INC.  Β·  2 quarters on record

AI Ownership Summary

BEACON INVESTMENT ADVISORY SERVICES, INC. reported FIDELITY COVINGTON TRUST (FCOM) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows FCOM at 0.00% 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 FCOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEACON INVESTMENT ADVISORY SERVICES, INC.'s position in FIDELITY COVINGTON TRUST, 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 Q2

FCOM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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.

How BEACON INVESTMENT ADVISORY SERVICES, INC. held FCOM β€” position size vs. price
% of Fund (quarterly)    FCOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 572 β€” 0% 0.00% $40K 2026-07-08 $70.77
2026 Q1 INITIATED β€” β€” β€” 572 β€” β€” 0.00% $39K 2026-04-14 $73.32

FAQ About BEACON INVESTMENT ADVISORY SERVICES, INC. and FCOM

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

How long has BEACON INVESTMENT ADVISORY SERVICES, INC. reported owning FCOM?

BEACON INVESTMENT ADVISORY SERVICES, INC. reported FCOM across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported FCOM position in BEACON INVESTMENT ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for FCOM was 0.00% in 2026 Q1.

What is the latest reported FCOM position on this page?

The most recent filing on this page is 2026 Q2, when BEACON INVESTMENT ADVISORY SERVICES, INC. reported 572 shares, equal to 0.00% of portfolio, with an estimated market value of $40K.

What does the chart on this FCOM ownership page compare?

The chart compares BEACON INVESTMENT ADVISORY SERVICES, INC.'s quarterly FCOM 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.

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