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Disclosery

Fiduciary Alliance LLC: CL position timeline

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

Fiduciary Alliance LLC held 3,813 CL 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 3,813 shares
    Change vs previous 13F -387 shares

    0.02% of the 13F portfolio, value $349,606.

    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 4,200 shares
    Change vs previous 13F -3,466 shares

    0.02% of the 13F portfolio, value $350,670.

    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 7,666 shares
    Change vs previous 13F -1,288 shares

    0.04% of the 13F portfolio, value $605,778.

    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 8,954 shares
    Change vs previous 13F -36,005 shares

    0.05% of the 13F portfolio, value $715,810.

    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 44,959 shares
    Change vs previous 13F -3,951 shares

    0.3% of the 13F portfolio, value $4,086,799.

    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 48,910 shares
    Change vs previous 13F +4,181 shares

    0.45% of the 13F portfolio, value $4,582,901.

    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 44,729 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,066,308.

    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).