Cheviot Value Management, LLC FDTX FIDELITY DISRUPTIVE TECHNOLOGY ETF

Ownership history in Cheviot Value Management, LLC  ·  5 quarters on record

AI Ownership Summary

Cheviot Value Management, LLC reported FIDELITY DISRUPTIVE TECHNOLOGY ETF (FDTX) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows FDTX 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 FDTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cheviot Value Management, LLC's position in FIDELITY DISRUPTIVE TECHNOLOGY ETF, 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

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

High-water mark
Peak Conviction
0.0% in 2026 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 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 Cheviot Value Management, LLC held FDTX — position size vs. price
% of Fund (quarterly)    FDTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 500 0% 0.00% $29K 2026-08-06 $53.80
2026 Q1 UNCHANGED 500 0% 0.00% $18K 2026-05-12 $49.26
2025 Q4 UNCHANGED 500 0% 0.00% $21K 2026-02-03 $39.13
2025 Q3 UNCHANGED 500 0% 0.00% $22K 2025-10-31 $43.15
2025 Q2 INITIATED 500 0.00% $20K 2025-08-13 $39.46

FAQ About Cheviot Value Management, LLC and FDTX

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

How long has Cheviot Value Management, LLC reported owning FDTX?

Cheviot Value Management, LLC reported FDTX across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported FDTX position in Cheviot Value Management, LLC's portfolio?

The largest reported portfolio weight for FDTX was 0.00% in 2026 Q2.

What is the latest reported FDTX position on this page?

The most recent filing on this page is 2026 Q2, when Cheviot Value Management, LLC reported 500 shares, equal to 0.00% of portfolio, with an estimated market value of $29K.

What does the chart on this FDTX ownership page compare?

The chart compares Cheviot Value Management, LLC's quarterly FDTX 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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