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Disclosery

Fiduciary Alliance LLC: IEFA position timeline

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

Fiduciary Alliance LLC held 26,723 IEFA 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 26,723 shares
    Change vs previous 13F -3,645 shares

    0.2% of the 13F portfolio, value $2,588,970.

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

  2. period ended2026-06-30
    13F 30,368 shares
    Change vs previous 13F -1,416 shares

    0.2% of the 13F portfolio, value $2,932,947.

    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 31,784 shares
    Change vs previous 13F +1,536 shares

    0.18% of the 13F portfolio, value $3,064,931.

    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 30,248 shares
    Change vs previous 13F +779 shares

    0.18% of the 13F portfolio, value $2,705,986.

    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 29,469 shares
    Change vs previous 13F +1,681 shares

    0.17% of the 13F portfolio, value $2,572,972.

    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 27,788 shares
    Change vs previous 13F +20,587 shares

    0.17% of the 13F portfolio, value $2,319,774.

    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 7,201 shares
    Change vs previous 13F +3,445 shares

    0.05% of the 13F portfolio, value $544,743.

    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 3,756 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $263,960.

    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).