Forbes Financial Planning, Inc.
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 1911316
EAST GREENWICH, RI
Position in FBCG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,214,006
-$146,135 QoQ
Shares Held
24,222
-2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,214,006 | 24,222 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,360,141 | 24,802 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,429,418 | 82,546 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,917,088 | 81,200 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $2,274,835 | 49,175 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||