FIDELIS CAPITAL PARTNERS, LLC: CFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDELIS CAPITAL PARTNERS, LLC on CFG, newest first. How the timeline and the estimate are built.
FIDELIS CAPITAL PARTNERS, LLC held 6,677 CFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 6,677 sharesChange vs previous 13F +98 shares
0.03% of the 13F portfolio, value $467,857.
13F-HR 0001962755-26-000003 filed by FIDELIS CAPITAL PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,579 sharesChange vs previous 13F +313 shares
0.03% of the 13F portfolio, value $394,543.
13F-HR 0001962755-26-000002 filed by FIDELIS CAPITAL PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,266 sharesChange vs previous 13F +52 shares
0.03% of the 13F portfolio, value $365,997.
13F-HR 0001962755-26-000001 filed by FIDELIS CAPITAL PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,214 sharesChange vs previous 13F +40 shares
0.03% of the 13F portfolio, value $330,336.
13F-HR 0001962755-25-000002 filed by FIDELIS CAPITAL PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,174 sharesChange vs previous 13F +214 shares
0.03% of the 13F portfolio, value $289,746.
13F-HR 0001855205-25-000036 filed by FIDELIS CAPITAL PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,960 sharesChange vs previous 13F -415 shares
0.02% of the 13F portfolio, value $220,878.
13F-HR 0001085146-25-002502 filed by FIDELIS CAPITAL PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,375 sharesChange vs previous 13F +207 shares
0.03% of the 13F portfolio, value $295,609.
13F-HR 0001085146-25-000839 filed by FIDELIS CAPITAL PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,168 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $255,602.
13F-HR 0001085146-24-005161 filed by FIDELIS CAPITAL PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).