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Disclosery

Fiduciary Alliance LLC: SAP position timeline

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

Fiduciary Alliance LLC held 16,223 SAP 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 16,223 shares
    Change vs previous 13F +1,297 shares

    0.17% of the 13F portfolio, value $2,500,190.

    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 14,926 shares
    Change vs previous 13F +6,876 shares

    0.16% of the 13F portfolio, value $2,580,705.

    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 8,050 shares
    Change vs previous 13F +2,137 shares

    0.13% of the 13F portfolio, value $1,955,426.

    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 5,913 shares
    Change vs previous 13F -109 shares

    0.11% of the 13F portfolio, value $1,580,013.

    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 6,022 shares
    Change vs previous 13F +77 shares

    0.14% of the 13F portfolio, value $1,831,290.

    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 5,945 shares
    Change vs previous 13F -2,457 shares

    0.16% of the 13F portfolio, value $1,595,876.

    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 8,402 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,068,656.

    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).