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Disclosery

Fiduciary Alliance LLC: BAX position timeline

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

Fiduciary Alliance LLC held 292,401 BAX 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 292,401 shares
    Change vs previous 13F +34,339 shares

    0.42% of the 13F portfolio, value $6,234,004.

    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 258,062 shares
    Change vs previous 13F +126,104 shares

    0.27% of the 13F portfolio, value $4,541,893.

    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 131,958 shares
    Change vs previous 13F +39,303 shares

    0.16% of the 13F portfolio, value $2,521,717.

    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 92,655 shares
    Change vs previous 13F +29,453 shares

    0.14% of the 13F portfolio, value $2,109,754.

    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 63,202 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,913,757.

    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).