Skip to content
Disclosery

Fiduciary Alliance LLC: FDUS position timeline

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

Fiduciary Alliance LLC held 12,301 FDUS 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 12,301 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $234,580.

    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 12,301 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $230,398.

    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 12,301 shares
    Change vs previous 13F -724 shares

    0.02% of the 13F portfolio, value $237,409.

    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 13,025 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $263,887.

    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 13,025 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $263,105.

    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 13,025 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $265,580.

    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 13,025 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $273,786.

    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).