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Disclosery

Fiduciary Alliance LLC: KWEB position timeline

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

Fiduciary Alliance LLC held 0 KWEB 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 0 shares
    Change vs previous 13F -16,770 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 16,770 shares
    Change vs previous 13F -51,068 shares

    0.03% of the 13F portfolio, value $410,351.

    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 67,838 shares
    Change vs previous 13F +13,485 shares

    0.12% of the 13F portfolio, value $2,010,705.

    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 54,353 shares
    Change vs previous 13F +1,769 shares

    0.12% of the 13F portfolio, value $1,850,704.

    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 52,584 shares
    Change vs previous 13F +5,686 shares

    0.15% of the 13F portfolio, value $2,209,042.

    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 46,898 shares
    Change vs previous 13F +16,618 shares

    0.12% of the 13F portfolio, value $1,609,999.

    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 30,280 shares
    Change vs previous 13F +11,628 shares

    0.1% of the 13F portfolio, value $1,057,065.

    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 18,652 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $545,376.

    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).