Elm3 Financial Group, LLC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 2011201
ALPHARETTA, GA
Position in FBCG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$511,675
-$53,780 QoQ
Shares Held
10,209
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $511,675 | 10,209 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $565,455 | 10,311 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $608,826 | 11,346 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $560,693 | 11,623 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $440,029 | 11,009 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $245,131 | 5,299 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||