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Disclosery

Fiduciary Alliance LLC: CGMS position timeline

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

Fiduciary Alliance LLC held 129,390 CGMS 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 129,390 shares
    Change vs previous 13F -551 shares

    0.24% of the 13F portfolio, value $3,536,229.

    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 129,941 shares
    Change vs previous 13F +6,056 shares

    0.22% of the 13F portfolio, value $3,592,869.

    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 123,885 shares
    Change vs previous 13F +5,905 shares

    0.22% of the 13F portfolio, value $3,421,704.

    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 117,980 shares
    Change vs previous 13F +224 shares

    0.22% of the 13F portfolio, value $3,273,945.

    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 117,756 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,252,421.

    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).