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Disclosery

Fiduciary Alliance LLC: IDU position timeline

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

Fiduciary Alliance LLC held 4,521 IDU 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 4,521 shares
    Change vs previous 13F -210 shares

    0.03% of the 13F portfolio, value $455,926.

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

  2. period ended2026-06-30
    13F 4,731 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $542,260.

    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 4,723 shares
    Change vs previous 13F +223 shares

    0.03% of the 13F portfolio, value $549,297.

    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 4,500 shares
    Change vs previous 13F +499 shares

    0.03% of the 13F portfolio, value $487,627.

    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 4,001 shares
    Change vs previous 13F +47 shares

    0.03% of the 13F portfolio, value $443,708.

    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 3,954 shares
    Change vs previous 13F -318 shares

    0.03% of the 13F portfolio, value $413,446.

    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 4,272 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $433,281.

    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).