LEIGH BALDWIN & CO., LLC FDVV β€” FIDELITY COVINGTON TRUST

Ownership history in LEIGH BALDWIN & CO., LLC  Β·  2 quarters on record

AI Ownership Summary

LEIGH BALDWIN & CO., LLC reported FIDELITY COVINGTON TRUST (FDVV) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2026 Q1. The latest visible filing shows FDVV at 0.60% 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 FDVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEIGH BALDWIN & CO., LLC'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 Q1

FDVV was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% 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
2025 Q4 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.

How LEIGH BALDWIN & CO., LLC held FDVV β€” position size vs. price
% of Fund (quarterly)    FDVV 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 Q1 ADDED β€” β€” β€” 16,769 +1,593 +10.5% 0.60% $926K 2026-05-20 $60.04
2025 Q4 INITIATED β€” β€” β€” 15,176 β€” β€” 0.57% $860K 2026-02-12 $58.56

FAQ About LEIGH BALDWIN & CO., LLC and FDVV

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

How long has LEIGH BALDWIN & CO., LLC reported owning FDVV?

LEIGH BALDWIN & CO., LLC reported FDVV across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FDVV position in LEIGH BALDWIN & CO., LLC's portfolio?

The largest reported portfolio weight for FDVV was 0.60% in 2026 Q1.

What is the latest reported FDVV position on this page?

The most recent filing on this page is 2026 Q1, when LEIGH BALDWIN & CO., LLC reported 16,769 shares, equal to 0.60% of portfolio, with an estimated market value of $926K.

What does the chart on this FDVV ownership page compare?

The chart compares LEIGH BALDWIN & CO., LLC's quarterly FDVV 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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