Skip to content
Disclosery

FIDUCIARY ADVISORS, INC.: ISTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY ADVISORS, INC. on ISTB, newest first. How the timeline and the estimate are built.

FIDUCIARY ADVISORS, INC. held 270,975 ISTB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,975 shares
    Change vs previous 13F +17,491 shares

    8.8% of the 13F portfolio, value $13,074,557.

    13F-HR 0002047030-26-000003 filed by FIDUCIARY ADVISORS, INC.
    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 253,484 shares
    Change vs previous 13F +25,853 shares

    9.23% of the 13F portfolio, value $12,283,842.

    13F-HR 0002047030-26-000002 filed by FIDUCIARY ADVISORS, INC.
    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 227,631 shares
    Change vs previous 13F +29,088 shares

    8.44% of the 13F portfolio, value $11,097,015.

    13F-HR 0002047030-26-000001 filed by FIDUCIARY ADVISORS, INC.
    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 198,543 shares
    Change vs previous 13F +13,270 shares

    7.83% of the 13F portfolio, value $9,696,852.

    13F-HR 0002047030-25-000010 filed by FIDUCIARY ADVISORS, INC.
    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 185,273 shares
    Change vs previous 13F +10,553 shares

    7.93% of the 13F portfolio, value $9,013,540.

    13F-HR 0002047030-25-000007 filed by FIDUCIARY ADVISORS, INC.
    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 174,720 shares
    Change vs previous 13F +9,079 shares

    8.34% of the 13F portfolio, value $8,447,734.

    13F-HR 0002047030-25-000004 filed by FIDUCIARY ADVISORS, INC.
    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 165,641 shares
    Change vs previous 13F not available

    7.96% of the 13F portfolio, value $7,912,668.

    13F-HR 0002047030-25-000002 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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