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Disclosery

Fiduciary Alliance LLC: BOTZ position timeline

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

Fiduciary Alliance LLC held 95,687 BOTZ 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 95,687 shares
    Change vs previous 13F -32,707 shares

    0.25% of the 13F portfolio, value $3,371,066.

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

  2. period ended2026-06-30
    13F 128,394 shares
    Change vs previous 13F -2,004 shares

    0.33% of the 13F portfolio, value $4,871,240.

    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 130,398 shares
    Change vs previous 13F -6,463 shares

    0.29% of the 13F portfolio, value $4,789,504.

    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 136,861 shares
    Change vs previous 13F +4,118 shares

    0.32% of the 13F portfolio, value $4,958,486.

    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 132,743 shares
    Change vs previous 13F +18,315 shares

    0.32% of the 13F portfolio, value $4,703,072.

    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 114,428 shares
    Change vs previous 13F +12,903 shares

    0.28% of the 13F portfolio, value $3,736,069.

    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 101,525 shares
    Change vs previous 13F +5,548 shares

    0.28% of the 13F portfolio, value $2,889,397.

    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 95,977 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,066,480.

    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).