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Disclosery

Fiduciary Alliance LLC: CTA position timeline

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

Fiduciary Alliance LLC held 152,629 CTA 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 152,629 shares
    Change vs previous 13F +10,428 shares

    0.27% of the 13F portfolio, value $3,959,204.

    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 142,201 shares
    Change vs previous 13F +85,105 shares

    0.25% of the 13F portfolio, value $4,166,489.

    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 57,096 shares
    Change vs previous 13F +1,181 shares

    0.1% of the 13F portfolio, value $1,556,437.

    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 55,915 shares
    Change vs previous 13F -8,769 shares

    0.1% of the 13F portfolio, value $1,563,943.

    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 64,684 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,729,660.

    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).