Skip to content
Disclosery

Fiduciary Alliance LLC: ADI position timeline

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

Fiduciary Alliance LLC held 4,402 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,402 shares
    Change vs previous 13F +64 shares

    0.12% of the 13F portfolio, value $1,748,122.

    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).

  2. period ended2026-03-31
    13F 4,338 shares
    Change vs previous 13F -42 shares

    0.09% of the 13F portfolio, value $1,509,427.

    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).

  3. period ended2025-12-31
    13F 4,380 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $1,187,906.

    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).

  4. period ended2025-09-30
    13F 4,372 shares
    Change vs previous 13F -8 shares

    0.07% of the 13F portfolio, value $1,074,241.

    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).

  5. period ended2025-06-30
    13F 4,380 shares
    Change vs previous 13F +76 shares

    0.08% of the 13F portfolio, value $1,042,511.

    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).

  6. period ended2025-03-31
    13F 4,304 shares
    Change vs previous 13F -1,896 shares

    0.09% of the 13F portfolio, value $867,988.

    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).

  7. period ended2024-12-31
    13F 6,200 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,317,252.

    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).