Base Wealth Management LLC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 2083977
LAKEWOOD RANCH, FL
Position in FBCG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$269,445
+$45,260 QoQ
Shares Held
5,376
+31.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,445 | 5,376 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $224,185 | 4,088 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $207,878 | 3,874 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||