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Disclosery

Fiduciary Alliance LLC: HD position timeline

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

Fiduciary Alliance LLC held 27,347 HD 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 27,347 shares
    Change vs previous 13F -3,769 shares

    0.65% of the 13F portfolio, value $9,644,639.

    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 31,116 shares
    Change vs previous 13F -7,987 shares

    0.64% of the 13F portfolio, value $10,545,682.

    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 39,103 shares
    Change vs previous 13F -6,075 shares

    0.88% of the 13F portfolio, value $13,455,370.

    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 45,178 shares
    Change vs previous 13F -242 shares

    1.23% of the 13F portfolio, value $18,305,870.

    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 45,420 shares
    Change vs previous 13F +1,205 shares

    1.24% of the 13F portfolio, value $16,652,876.

    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 44,215 shares
    Change vs previous 13F -3,936 shares

    1.59% of the 13F portfolio, value $16,204,415.

    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 48,151 shares
    Change vs previous 13F +8,630 shares

    1.89% of the 13F portfolio, value $18,730,225.

    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 39,521 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $16,013,905.

    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).