Skip to content
Disclosery

Fiduciary Alliance LLC: PEP position timeline

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

Fiduciary Alliance LLC held 15,933 PEP 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 15,933 shares
    Change vs previous 13F -371 shares

    0.15% of the 13F portfolio, value $2,157,378.

    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 16,304 shares
    Change vs previous 13F +4,528 shares

    0.15% of the 13F portfolio, value $2,524,716.

    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 11,776 shares
    Change vs previous 13F -133 shares

    0.11% of the 13F portfolio, value $1,690,153.

    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 11,909 shares
    Change vs previous 13F -615 shares

    0.11% of the 13F portfolio, value $1,672,560.

    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 12,524 shares
    Change vs previous 13F +646 shares

    0.12% of the 13F portfolio, value $1,653,633.

    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 11,878 shares
    Change vs previous 13F -3,642 shares

    0.18% of the 13F portfolio, value $1,780,976.

    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 15,520 shares
    Change vs previous 13F -18,284 shares

    0.24% of the 13F portfolio, value $2,359,963.

    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 33,804 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $5,748,347.

    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).