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Disclosery

Fiduciary Alliance LLC: DIA position timeline

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

Fiduciary Alliance LLC held 7,373 DIA 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 7,373 shares
    Change vs previous 13F +176 shares

    0.26% of the 13F portfolio, value $3,851,505.

    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 7,197 shares
    Change vs previous 13F +239 shares

    0.21% of the 13F portfolio, value $3,488,601.

    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 6,958 shares
    Change vs previous 13F +676 shares

    0.22% of the 13F portfolio, value $3,343,668.

    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 6,282 shares
    Change vs previous 13F +487 shares

    0.2% of the 13F portfolio, value $2,913,312.

    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 5,795 shares
    Change vs previous 13F -40 shares

    0.19% of the 13F portfolio, value $2,553,775.

    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 5,835 shares
    Change vs previous 13F -1,373 shares

    0.24% of the 13F portfolio, value $2,450,200.

    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 7,208 shares
    Change vs previous 13F +488 shares

    0.31% of the 13F portfolio, value $3,067,177.

    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 6,720 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,843,439.

    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).