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Disclosery

Fiduciary Alliance LLC: GIS position timeline

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

Fiduciary Alliance LLC held 55,498 GIS 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 55,498 shares
    Change vs previous 13F +33,617 shares

    0.13% of the 13F portfolio, value $1,931,330.

    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 21,881 shares
    Change vs previous 13F +13,631 shares

    0.05% of the 13F portfolio, value $754,676.

    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 8,250 shares
    Change vs previous 13F -3,018 shares

    0.03% of the 13F portfolio, value $383,625.

    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 11,268 shares
    Change vs previous 13F -298 shares

    0.04% of the 13F portfolio, value $568,133.

    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 11,566 shares
    Change vs previous 13F -3,755 shares

    0.04% of the 13F portfolio, value $599,232.

    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 15,321 shares
    Change vs previous 13F -37 shares

    0.09% of the 13F portfolio, value $916,067.

    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 15,358 shares
    Change vs previous 13F +4,708 shares

    0.1% of the 13F portfolio, value $979,373.

    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).

  8. period ended2024-09-30
    13F 10,650 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $786,536.

    13F-HR 0001954805-24-000006 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).