Skip to content
Disclosery

Fiduciary Alliance LLC: AJG position timeline

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

Fiduciary Alliance LLC held 7,855 AJG 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 7,855 shares
    Change vs previous 13F -978 shares

    0.14% of the 13F portfolio, value $1,791,720.

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

  2. period ended2026-06-30
    13F 8,833 shares
    Change vs previous 13F +2,894 shares

    0.14% of the 13F portfolio, value $2,027,768.

    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 5,939 shares
    Change vs previous 13F +2,112 shares

    0.08% of the 13F portfolio, value $1,325,460.

    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 3,827 shares
    Change vs previous 13F -1 shares

    0.06% of the 13F portfolio, value $990,435.

    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 3,828 shares
    Change vs previous 13F -168 shares

    0.08% of the 13F portfolio, value $1,185,723.

    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 3,996 shares
    Change vs previous 13F +84 shares

    0.1% of the 13F portfolio, value $1,279,228.

    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 3,912 shares
    Change vs previous 13F -642 shares

    0.13% of the 13F portfolio, value $1,350,579.

    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 4,554 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,292,653.

    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).