WHALEROCK POINT PARTNERS, LLC
Position in FDIS — Fidelity MSCI Consumer Discretionary Index ETF
CIK 1389709
West Palm Beach, FL
All Filings in FDIS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FDIS | $343,196 | 3,680 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FDIS | $375,948 | 3,680 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 FDIS | $378,458 | 3,679 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 FDIS | $345,989 | 3,678 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 FDIS | $310,743 | 3,677 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FDIS | $358,262 | 3,676 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FDIS | $325,017 | 3,675 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 FDIS | $297,711 | 3,675 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 FDIS | $303,031 | 3,674 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FDIS | $337,389 | 4,274 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FDIS | $298,511 | 4,273 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 FDIS | $313,223 | 4,272 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 FDIS | $279,665 | 4,271 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 FDIS | $280,622 | 4,951 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 FDIS | $301,257 | 4,950 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 FDIS | $326,780 | 5,549 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 FDIS | $516,471 | 6,531 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 FDIS | $576,468 | 6,530 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 FDIS | $524,082 | 6,529 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 FDIS | $529,436 | 6,529 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 FDIS | $498,347 | 6,528 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 FDIS | $466,752 | 6,528 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 FDIS | $25,370 | 409 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 FDIS | $343,293 | 6,598 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 FDIS | $249,008 | 6,598 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||