Question 1

How many shares of FBCV does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 96,196 shares of FBCV (FIDELITY COVINGTON TRUST).

Question 2

What is &PARTNERS's FBCV position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's FBCV position is worth $3.5M.

Question 3

Is &PARTNERS buying or selling FBCV?

Accepted Answer

In 2026-Q1, &PARTNERS increased their FBCV position (+0.4% change in shares).

Question 4

When did &PARTNERS first buy FBCV?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in FBCV in 2024-Q2. They have held the position across 14 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	96,196	+0.4%	$3.5M	0.0%	$37.33	27
2025-Q4	Increased	95,846	+1.8%	$3.4M	0.0%	$35.82	27
2025-Q3	Increased	94,114	+0.9%	$3.2M	0.0%	$33.46	27
2025-Q2	Unchanged	93,276	0.0%	$3.1M	0.0%	$31.97	0
2025-Q1	Increased	93,276	+0.1%	$3M	0.0%	$30.91	26
2024-Q4	Unchanged	93,225	0.0%	$2.9M	0.0%	$30.57	0
2024-Q3	Decreased	93,225	-3.7%	$3M	0.1%	$31.49	0
2024-Q2	Decreased	96,831	-1.1%	$2.9M	0.1%	$28.87	0

FBCVShowing 8 of 14 quarters

FBCV
Showing 8 of 14 quarters