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Disclosery

Fiduciary Alliance LLC: CLIP position timeline

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

Fiduciary Alliance LLC held 6,770 CLIP 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 6,770 shares
    Change vs previous 13F -20,663 shares

    0.05% of the 13F portfolio, value $679,302.

    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 27,433 shares
    Change vs previous 13F -7,440 shares

    0.17% of the 13F portfolio, value $2,748,787.

    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 34,873 shares
    Change vs previous 13F +12,153 shares

    0.23% of the 13F portfolio, value $3,491,136.

    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 22,720 shares
    Change vs previous 13F -124 shares

    0.15% of the 13F portfolio, value $2,281,542.

    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 22,844 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,293,994.

    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).