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Disclosery

Fiduciary Alliance LLC: O position timeline

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

Fiduciary Alliance LLC held 11,459 O shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,459 shares
    Change vs previous 13F -8,367 shares

    0.05% of the 13F portfolio, value $622,199.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,826 shares
    Change vs previous 13F +427 shares

    0.08% of the 13F portfolio, value $1,228,415.

    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).

  3. period ended2026-03-31
    13F 19,399 shares
    Change vs previous 13F +342 shares

    0.07% of the 13F portfolio, value $1,240,741.

    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).

  4. period ended2025-12-31
    13F 19,057 shares
    Change vs previous 13F +3,272 shares

    0.07% of the 13F portfolio, value $1,074,225.

    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).

  5. period ended2025-09-30
    13F 15,785 shares
    Change vs previous 13F +11,066 shares

    0.06% of the 13F portfolio, value $959,569.

    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).

  6. period ended2025-06-30
    13F 4,719 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $271,880.

    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).