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Disclosery

Fiduciary Alliance LLC: IWO position timeline

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

Fiduciary Alliance LLC held 2,892 IWO 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 2,892 shares
    Change vs previous 13F -213 shares

    0.08% of the 13F portfolio, value $1,032,136.

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

  2. period ended2026-06-30
    13F 3,105 shares
    Change vs previous 13F -270 shares

    0.08% of the 13F portfolio, value $1,223,208.

    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 3,375 shares
    Change vs previous 13F +254 shares

    0.07% of the 13F portfolio, value $1,174,384.

    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 3,121 shares
    Change vs previous 13F +128 shares

    0.07% of the 13F portfolio, value $1,008,065.

    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 2,993 shares
    Change vs previous 13F +244 shares

    0.06% of the 13F portfolio, value $957,805.

    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 2,749 shares
    Change vs previous 13F -643 shares

    0.06% of the 13F portfolio, value $785,710.

    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 3,392 shares
    Change vs previous 13F +1,798 shares

    0.09% of the 13F portfolio, value $866,640.

    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 1,594 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $458,925.

    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).