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Fiduciary Alliance LLC: NDAQ position timeline

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

Fiduciary Alliance LLC held 25,226 NDAQ 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 25,226 shares
    Change vs previous 13F +126 shares

    0.13% of the 13F portfolio, value $1,988,321.

    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 25,100 shares
    Change vs previous 13F -36 shares

    0.13% of the 13F portfolio, value $2,222,576.

    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 25,136 shares
    Change vs previous 13F +564 shares

    0.16% of the 13F portfolio, value $2,441,502.

    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 24,572 shares
    Change vs previous 13F -440 shares

    0.15% of the 13F portfolio, value $2,173,359.

    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 25,012 shares
    Change vs previous 13F +3,976 shares

    0.17% of the 13F portfolio, value $2,236,539.

    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 21,036 shares
    Change vs previous 13F +7,912 shares

    0.16% of the 13F portfolio, value $1,595,791.

    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 13,124 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,014,616.

    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).