Fiduciary Alliance LLC: LII position timeline

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

Fiduciary Alliance LLC held 1,193 LII shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

period ended2026-06-30
13F 1,193 shares
Change vs previous 13F +71 shares
0.05% of the 13F portfolio, value $683,529.
13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,122 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $543,373.
13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).