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Disclosery

Fiduciary Alliance LLC: MLPX position timeline

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

Fiduciary Alliance LLC held 122,022 MLPX 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 122,022 shares
    Change vs previous 13F +1,531 shares

    0.61% of the 13F portfolio, value $8,988,162.

    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 120,491 shares
    Change vs previous 13F +13,478 shares

    0.51% of the 13F portfolio, value $8,523,504.

    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 107,013 shares
    Change vs previous 13F +10,621 shares

    0.42% of the 13F portfolio, value $6,477,527.

    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 96,392 shares
    Change vs previous 13F -2,195 shares

    0.41% of the 13F portfolio, value $6,044,754.

    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 98,587 shares
    Change vs previous 13F +3,417 shares

    0.46% of the 13F portfolio, value $6,177,468.

    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 95,170 shares
    Change vs previous 13F +1,016 shares

    0.6% of the 13F portfolio, value $6,072,801.

    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 94,154 shares
    Change vs previous 13F +20,138 shares

    0.58% of the 13F portfolio, value $5,701,966.

    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 74,016 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,028,691.

    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).