2 institutions reported holding $225,000 of FIDELITY LEVERAGED COMPANY STOCK (FLVCX) in SEC 13F filings for 2026-03-31. Largest institutional holders: NEVILLE RODIE & SHAW INC ($225,000), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | $225,000 | 5,277 | Hold |
| 2 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31