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Disclosery

Fiduciary Alliance LLC: CPS position timeline

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

Fiduciary Alliance LLC held 306,116 CPS 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 306,116 shares
    Change vs previous 13F -197,855 shares

    0.56% of the 13F portfolio, value $8,280,438.

    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 503,971 shares
    Change vs previous 13F +2,598 shares

    0.93% of the 13F portfolio, value $15,376,155.

    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 501,373 shares
    Change vs previous 13F +2,659 shares

    1.08% of the 13F portfolio, value $16,460,076.

    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 498,714 shares
    Change vs previous 13F +13,973 shares

    1.23% of the 13F portfolio, value $18,417,508.

    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 484,741 shares
    Change vs previous 13F +64,105 shares

    0.78% of the 13F portfolio, value $10,421,932.

    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 420,636 shares
    Change vs previous 13F +76,744 shares

    0.63% of the 13F portfolio, value $6,444,144.

    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 343,892 shares
    Change vs previous 13F +29,202 shares

    0.47% of the 13F portfolio, value $4,663,176.

    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 314,690 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,364,750.

    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).