INDEPENDENT FINANCIAL GROUP, LLC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 275484
SAN DIEGO, CA
Position in FBCG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,160,472
+$106,276 QoQ
Shares Held
43,106
+15.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
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 | $2,160,472 | 43,106 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,054,196 | 37,458 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,401,982 | 44,763 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,868,721 | 38,738 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,661,273 | 41,563 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||