Evernest Financial Advisors, LLC
Position in FFSM — Fidelity Fundamental Small-Mid Cap ETF
CIK 2009530
CARMEL, IN
All Filings in FFSM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FFSM | $8,693,019 | 272,082 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 FFSM | $12,341,768 | 402,143 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 FFSM | $11,848,130 | 405,619 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 FFSM | $11,053,061 | 406,512 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 FFSM | $9,961,622 | 394,676 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 FFSM | $9,541,701 | 354,974 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 FFSM | $7,145,787 | 260,415 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||