Filer Snapshot

FIDELITY D & D BANCORP INC

CIK 0001098151. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

188

Latest filing

12 Jun 2026

Industry

National Commercial Banks

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$249.44M

106 holdings for Q1 2026

Open portfolio

Largest parsed holding

RPV

$21.02M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

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Source: SEC Forms 3/4/5

4 filed on 12 Jun 2026 for CIK 0001098151.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$249.44M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$249.44M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
RPV SPDW AVLV GMOI AVES
+15 moreVIG AVDV IBM IWF JHMB CMDT JIG SPIB AVUV SPHQ SHY VIOO TLH FDBC JSML

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

RPV SPDW AVLV GMOI AVES VIG AVDV IBM
+12 moreIWF JHMB CMDT JIG SPIB AVUV SPHQ SHY VIOO TLH FDBC JSML
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 2 identity fields
Business address
Blakely & Drinker Streets, Dunmore, PA, 18512
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
PA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about FIDELITY D & D BANCORP INC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $249.44M across 106 reported holdings for Q1 2026.
  • Largest parsed 13F holding: RPV at $21.02M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 106 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 30 Apr 2026

Top 5 concentration

35%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$86.98M

Compared with $249.44M total 13F value.

Top 5 net change

+$8.54M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SPDW ยท Largest trim: AVGO

RPV SPDW AVLV GMOI AVES Other holdings

RPV

8.4%

Invesco S&P 500 Pure Value

$21.02M

SPDW

8.4%

Spdr Portfolio Developed World Ex Us Etf

$20.91M

AVLV

7.2%

Avantis US Large Cap Value ETF

$17.86M

GMOI

6.5%

Gmo International Value Etf

$16.13M

AVES

4.4%

Avantis Emerging Markets Value Etf

$11.07M

Latest update

What changed recently for FIDELITY D & D BANCORP INC

New fact period available

Latest financial period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

08 May 2026

Page type

Company facts

Latest period

Q1 2026

SEC-backed company facts were refreshed from filings filed on 08 May 2026.

Benchmark Context

Benchmark context for this company

FIDELITY D & D BANCORP INC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest financial period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Latest company facts filing date: 08 May 2026.
  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001098151 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
188
First seen
09 Jul 2021
Latest filing
12 Jun 2026
Entity
Company

Industry context: National Commercial Banks.

Latest Filings

Showing the latest 12 of 188 SEC filings for FIDELITY D & D BANCORP INC.

4

4 filing

Filing date
12 Jun 2026
Reporting date
12 Jun 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
10-Q

10-Q filing

Filing date
08 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
30 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
20 Mar 2026
Reporting date
18 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
3

3 filing

Filing date
19 Mar 2026
Reporting date
16 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
10-K

10-K filing

Filing date
13 Mar 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
11 Mar 2026
Reporting date
11 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
23 Feb 2026
Reporting date
20 Feb 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
20 Feb 2026
Reporting date
18 Feb 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
20 Feb 2026
Reporting date
18 Feb 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
20 Feb 2026
Reporting date
18 Feb 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
20 Feb 2026
Reporting date
18 Feb 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
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