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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

  1. period ended2026-06-30
    13F 142,195 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 149,418 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 170,860 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 163,920 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 177,337 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 179,699 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 186,535 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 164,157 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).