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Fiduciary Alliance LLC: DFCF position timeline

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

Fiduciary Alliance LLC held 58,769 DFCF 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 58,769 shares
    Change vs previous 13F +4,987 shares

    0.17% of the 13F portfolio, value $2,480,639.

    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 53,782 shares
    Change vs previous 13F +13,815 shares

    0.14% of the 13F portfolio, value $2,291,651.

    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 39,967 shares
    Change vs previous 13F +56 shares

    0.11% of the 13F portfolio, value $1,700,996.

    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 39,911 shares
    Change vs previous 13F +2,710 shares

    0.11% of the 13F portfolio, value $1,706,594.

    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 37,201 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,572,114.

    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).