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Disclosery

Fiduciary Alliance LLC: PFF position timeline

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

Fiduciary Alliance LLC held 30,509 PFF 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 30,509 shares
    Change vs previous 13F +2,169 shares

    0.06% of the 13F portfolio, value $930,205.

    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 28,340 shares
    Change vs previous 13F +247 shares

    0.05% of the 13F portfolio, value $888,751.

    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 28,093 shares
    Change vs previous 13F +4,451 shares

    0.06% of the 13F portfolio, value $869,756.

    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 23,642 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $747,552.

    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).