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Disclosery

Fiduciary Alliance LLC: FBND position timeline

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

Fiduciary Alliance LLC held 81,217 FBND 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 81,217 shares
    Change vs previous 13F +829 shares

    0.27% of the 13F portfolio, value $3,516,696.

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

  2. period ended2026-06-30
    13F 80,388 shares
    Change vs previous 13F -1,652 shares

    0.25% of the 13F portfolio, value $3,656,850.

    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 82,040 shares
    Change vs previous 13F +4,903 shares

    0.23% of the 13F portfolio, value $3,769,738.

    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 77,137 shares
    Change vs previous 13F +3,154 shares

    0.23% of the 13F portfolio, value $3,551,387.

    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 73,983 shares
    Change vs previous 13F +1,529 shares

    0.23% of the 13F portfolio, value $3,420,974.

    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 72,454 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,314,771.

    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).