Skip to content
Disclosery

Fiduciary Alliance LLC: MA position timeline

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

Fiduciary Alliance LLC held 11,595 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,595 shares
    Change vs previous 13F +3,703 shares

    0.4% of the 13F portfolio, value $5,955,385.

    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).

  2. period ended2026-03-31
    13F 7,892 shares
    Change vs previous 13F +1,114 shares

    0.25% of the 13F portfolio, value $4,103,390.

    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).

  3. period ended2025-12-31
    13F 6,778 shares
    Change vs previous 13F -964 shares

    0.25% of the 13F portfolio, value $3,869,183.

    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).

  4. period ended2025-09-30
    13F 7,742 shares
    Change vs previous 13F -71 shares

    0.3% of the 13F portfolio, value $4,403,984.

    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).

  5. period ended2025-06-30
    13F 7,813 shares
    Change vs previous 13F +167 shares

    0.33% of the 13F portfolio, value $4,390,531.

    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).

  6. period ended2025-03-31
    13F 7,646 shares
    Change vs previous 13F +81 shares

    0.41% of the 13F portfolio, value $4,190,879.

    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).

  7. period ended2024-12-31
    13F 7,565 shares
    Change vs previous 13F +4,429 shares

    0.4% of the 13F portfolio, value $3,983,535.

    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).

  8. period ended2024-09-30
    13F 3,136 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,548,588.

    13F-HR 0001954805-24-000006 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).