GRIMES & Co WEALTH MANAGEMENT, LLC
Position in FLDR — Fidelity Low Duration Bond Factor ETF
CIK 1321993
WESTBOROUGH, MA
All Filings in FLDR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FLDR | $425,725 | 8,506 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 FLDR | $412,840 | 8,219 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 FLDR | $407,925 | 8,126 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 FLDR | $402,012 | 8,029 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||