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Fiduciary Alliance LLC: AA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Alliance LLC on AA, newest first. How the timeline and the estimate are built.

Fiduciary Alliance LLC held 22,949 AA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,949 shares
    Change vs previous 13F +472 shares

    0.07% of the 13F portfolio, value $963,878.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,477 shares
    Change vs previous 13F -2,772 shares

    0.08% of the 13F portfolio, value $1,171,970.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,249 shares
    Change vs previous 13F -3,596 shares

    0.11% of the 13F portfolio, value $1,777,053.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,845 shares
    Change vs previous 13F -225 shares

    0.1% of the 13F portfolio, value $1,532,841.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,070 shares
    Change vs previous 13F -1,942 shares

    0.06% of the 13F portfolio, value $956,099.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,012 shares
    Change vs previous 13F +1,659 shares

    0.07% of the 13F portfolio, value $915,157.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,353 shares
    Change vs previous 13F -1,004 shares

    0.09% of the 13F portfolio, value $895,279.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,357 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,146,883.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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