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Disclosery

Fiduciary Alliance LLC: GVLU position timeline

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

Fiduciary Alliance LLC held 35,040 GVLU 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 35,040 shares
    Change vs previous 13F +1,387 shares

    0.06% of the 13F portfolio, value $924,894.

    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 33,653 shares
    Change vs previous 13F -2,755 shares

    0.05% of the 13F portfolio, value $871,629.

    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 36,408 shares
    Change vs previous 13F +2,085 shares

    0.06% of the 13F portfolio, value $897,394.

    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 34,323 shares
    Change vs previous 13F +3,182 shares

    0.06% of the 13F portfolio, value $875,245.

    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 31,141 shares
    Change vs previous 13F +4,944 shares

    0.06% of the 13F portfolio, value $750,179.

    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 26,197 shares
    Change vs previous 13F +523 shares

    0.06% of the 13F portfolio, value $604,187.

    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 25,674 shares
    Change vs previous 13F +641 shares

    0.06% of the 13F portfolio, value $605,906.

    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 25,033 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $621,037.

    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).