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Disclosery

Fiduciary Alliance LLC: EL position timeline

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

Fiduciary Alliance LLC held 14,904 EL 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 14,904 shares
    Change vs previous 13F -1,245 shares

    0.1% of the 13F portfolio, value $1,382,687.

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

  2. period ended2026-06-30
    13F 16,149 shares
    Change vs previous 13F -66 shares

    0.09% of the 13F portfolio, value $1,275,000.

    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 16,215 shares
    Change vs previous 13F +700 shares

    0.07% of the 13F portfolio, value $1,242,069.

    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 15,515 shares
    Change vs previous 13F -263 shares

    0.11% of the 13F portfolio, value $1,624,731.

    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 15,778 shares
    Change vs previous 13F -1,922 shares

    0.09% of the 13F portfolio, value $1,390,357.

    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 17,700 shares
    Change vs previous 13F +972 shares

    0.11% of the 13F portfolio, value $1,430,160.

    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 16,728 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,104,048.

    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).