Fiduciary Alliance LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Alliance LLC on COP, newest first. How the timeline and the estimate are built.
Fiduciary Alliance LLC held 142,195 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 142,195 sharesChange vs previous 13F -7,223 shares
1% of the 13F portfolio, value $14,782,569.
13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 149,418 sharesChange vs previous 13F -21,442 shares
1.07% of the 13F portfolio, value $17,768,799.
13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 170,860 sharesChange vs previous 13F +6,940 shares
1.05% of the 13F portfolio, value $15,994,176.
13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 163,920 sharesChange vs previous 13F -13,417 shares
1.04% of the 13F portfolio, value $15,505,166.
13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 177,337 sharesChange vs previous 13F -2,362 shares
1.19% of the 13F portfolio, value $15,914,258.
13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 179,699 sharesChange vs previous 13F -6,836 shares
1.85% of the 13F portfolio, value $18,871,964.
13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 186,535 sharesChange vs previous 13F +22,378 shares
1.87% of the 13F portfolio, value $18,498,643.
13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 164,157 sharesChange vs previous 13F not available
2.29% of the 13F portfolio, value $17,282,483.
13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).