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Disclosery

Fiduciary Alliance LLC: GRID position timeline

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

Fiduciary Alliance LLC held 59,089 GRID 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 59,089 shares
    Change vs previous 13F +1,918 shares

    0.77% of the 13F portfolio, value $11,329,626.

    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 57,171 shares
    Change vs previous 13F +2,079 shares

    0.62% of the 13F portfolio, value $10,289,049.

    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 55,092 shares
    Change vs previous 13F +4,639 shares

    0.55% of the 13F portfolio, value $8,430,105.

    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 50,453 shares
    Change vs previous 13F +38,068 shares

    0.51% of the 13F portfolio, value $7,622,406.

    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 12,385 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,721,698.

    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).