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Disclosery

Fiduciary Alliance LLC: HLN position timeline

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

Fiduciary Alliance LLC held 10,536 HLN 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 10,536 shares
    Change vs previous 13F -548 shares

    0.01% of the 13F portfolio, value $94,824.

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

  2. period ended2026-06-30
    13F 11,084 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $103,418.

    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 11,076 shares
    Change vs previous 13F -600 shares

    0.01% of the 13F portfolio, value $106,998.

    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 11,676 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $118,049.

    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 11,676 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $104,738.

    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 11,695 shares
    Change vs previous 13F +559 shares

    0.01% of the 13F portfolio, value $121,277.

    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).

  7. period ended2025-03-31
    13F 11,136 shares
    Change vs previous 13F -617 shares

    0.01% of the 13F portfolio, value $114,589.

    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).

  8. period ended2024-12-31
    13F 11,753 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $112,124.

    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).