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Disclosery

Fiduciary Alliance LLC: SCHB position timeline

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

Fiduciary Alliance LLC held 20,129 SCHB 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 20,129 shares
    Change vs previous 13F +4,804 shares

    0.04% of the 13F portfolio, value $589,974.

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

  2. period ended2026-06-30
    13F 15,325 shares
    Change vs previous 13F -465 shares

    0.03% of the 13F portfolio, value $443,816.

    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 15,790 shares
    Change vs previous 13F -2,645 shares

    0.03% of the 13F portfolio, value $426,479.

    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 18,435 shares
    Change vs previous 13F +1,608 shares

    0.03% of the 13F portfolio, value $483,542.

    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 16,827 shares
    Change vs previous 13F -1,861 shares

    0.03% of the 13F portfolio, value $432,621.

    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 18,688 shares
    Change vs previous 13F -2,053 shares

    0.03% of the 13F portfolio, value $445,339.

    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).

  7. period ended2025-03-31
    13F 20,741 shares
    Change vs previous 13F -230 shares

    0.04% of the 13F portfolio, value $446,555.

    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).

  8. period ended2024-12-31
    13F 20,971 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $476,049.

    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).