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Disclosery

Fiduciary Alliance LLC: DE position timeline

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

Fiduciary Alliance LLC held 5,470 DE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,470 shares
    Change vs previous 13F -117 shares

    0.28% of the 13F portfolio, value $3,673,441.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,587 shares
    Change vs previous 13F +3,584 shares

    0.24% of the 13F portfolio, value $3,544,165.

    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).

  3. period ended2026-03-31
    13F 2,003 shares
    Change vs previous 13F +127 shares

    0.07% of the 13F portfolio, value $1,154,947.

    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).

  4. period ended2025-12-31
    13F 1,876 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $873,328.

    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).

  5. period ended2025-09-30
    13F 1,873 shares
    Change vs previous 13F -56 shares

    0.06% of the 13F portfolio, value $856,330.

    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).

  6. period ended2025-06-30
    13F 1,929 shares
    Change vs previous 13F +423 shares

    0.07% of the 13F portfolio, value $980,708.

    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).

  7. period ended2025-03-31
    13F 1,506 shares
    Change vs previous 13F +59 shares

    0.07% of the 13F portfolio, value $706,643.

    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).

  8. period ended2024-12-31
    13F 1,447 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $612,899.

    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).