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Disclosery

Fiduciary Alliance LLC: PREF position timeline

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

Fiduciary Alliance LLC held 162,452 PREF 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 162,452 shares
    Change vs previous 13F +14,163 shares

    0.21% of the 13F portfolio, value $3,096,334.

    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 148,289 shares
    Change vs previous 13F +14,171 shares

    0.17% of the 13F portfolio, value $2,821,938.

    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 134,118 shares
    Change vs previous 13F +15,824 shares

    0.17% of the 13F portfolio, value $2,557,629.

    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 118,294 shares
    Change vs previous 13F +15,199 shares

    0.15% of the 13F portfolio, value $2,264,146.

    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 103,095 shares
    Change vs previous 13F +16,133 shares

    0.15% of the 13F portfolio, value $1,955,712.

    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 86,962 shares
    Change vs previous 13F +1,119 shares

    0.16% of the 13F portfolio, value $1,626,189.

    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 85,843 shares
    Change vs previous 13F +10,541 shares

    0.16% of the 13F portfolio, value $1,597,538.

    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 75,302 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,416,431.

    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).