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Disclosery

Fiduciary Alliance LLC: FLOT position timeline

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

Fiduciary Alliance LLC held 24,767 FLOT 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 24,767 shares
    Change vs previous 13F +3,461 shares

    0.1% of the 13F portfolio, value $1,264,355.

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

  2. period ended2026-06-30
    13F 21,306 shares
    Change vs previous 13F +6,550 shares

    0.07% of the 13F portfolio, value $1,087,671.

    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 14,756 shares
    Change vs previous 13F -1,990 shares

    0.05% of the 13F portfolio, value $750,490.

    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 16,746 shares
    Change vs previous 13F -430 shares

    0.06% of the 13F portfolio, value $851,702.

    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 17,176 shares
    Change vs previous 13F -2,784 shares

    0.06% of the 13F portfolio, value $877,436.

    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 19,960 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,018,359.

    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).