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Disclosery

Fiduciary Alliance LLC: MTB position timeline

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

Fiduciary Alliance LLC held 13,318 MTB 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 13,318 shares
    Change vs previous 13F -1,977 shares

    0.21% of the 13F portfolio, value $3,169,729.

    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 15,295 shares
    Change vs previous 13F -4,478 shares

    0.2% of the 13F portfolio, value $3,320,573.

    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 19,773 shares
    Change vs previous 13F -5,423 shares

    0.26% of the 13F portfolio, value $3,983,840.

    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 25,196 shares
    Change vs previous 13F -709 shares

    0.33% of the 13F portfolio, value $4,979,324.

    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 25,905 shares
    Change vs previous 13F +462 shares

    0.37% of the 13F portfolio, value $5,025,300.

    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 25,443 shares
    Change vs previous 13F -548 shares

    0.45% of the 13F portfolio, value $4,547,976.

    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 25,991 shares
    Change vs previous 13F +2,086 shares

    0.49% of the 13F portfolio, value $4,886,562.

    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 23,905 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,257,911.

    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).