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Fiduciary Alliance LLC: EMR position timeline

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

Fiduciary Alliance LLC held 8,598 EMR 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 8,598 shares
    Change vs previous 13F -53 shares

    0.08% of the 13F portfolio, value $1,230,834.

    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 8,651 shares
    Change vs previous 13F -36 shares

    0.07% of the 13F portfolio, value $1,214,656.

    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 8,687 shares
    Change vs previous 13F +101 shares

    0.08% of the 13F portfolio, value $1,152,955.

    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 8,586 shares
    Change vs previous 13F -439 shares

    0.08% of the 13F portfolio, value $1,126,285.

    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 9,025 shares
    Change vs previous 13F -89 shares

    0.09% of the 13F portfolio, value $1,203,242.

    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 9,114 shares
    Change vs previous 13F +141 shares

    0.1% of the 13F portfolio, value $999,263.

    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 8,973 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,112,024.

    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).