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FIDELIS CAPITAL PARTNERS, LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDELIS CAPITAL PARTNERS, LLC on MA, newest first. How the timeline and the estimate are built.

FIDELIS CAPITAL PARTNERS, LLC held 7,601 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,601 shares
    Change vs previous 13F +934 shares

    0.22% of the 13F portfolio, value $3,903,874.

    13F-HR 0001962755-26-000003 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,667 shares
    Change vs previous 13F +189 shares

    0.24% of the 13F portfolio, value $3,331,233.

    13F-HR 0001962755-26-000002 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,478 shares
    Change vs previous 13F -557 shares

    0.27% of the 13F portfolio, value $3,698,161.

    13F-HR 0001962755-26-000001 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,035 shares
    Change vs previous 13F +623 shares

    0.31% of the 13F portfolio, value $4,001,578.

    13F-HR 0001962755-25-000002 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,412 shares
    Change vs previous 13F +161 shares

    0.33% of the 13F portfolio, value $3,649,262.

    13F-HR 0001855205-25-000036 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,251 shares
    Change vs previous 13F +66 shares

    0.35% of the 13F portfolio, value $3,334,783.

    13F-HR 0001085146-25-002502 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,185 shares
    Change vs previous 13F +1,078 shares

    0.35% of the 13F portfolio, value $3,488,031.

    13F-HR 0001085146-25-000839 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,107 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,623,619.

    13F-HR 0001085146-24-005161 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).