Skip to content
Disclosery

Fiduciary Alliance LLC: SCHH position timeline

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

Fiduciary Alliance LLC held 204,333 SCHH 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 204,333 shares
    Change vs previous 13F +4,026 shares

    0.34% of the 13F portfolio, value $4,503,496.

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

  2. period ended2026-06-30
    13F 200,307 shares
    Change vs previous 13F -1,954 shares

    0.32% of the 13F portfolio, value $4,743,260.

    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 202,261 shares
    Change vs previous 13F +8,770 shares

    0.28% of the 13F portfolio, value $4,627,727.

    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 193,491 shares
    Change vs previous 13F +4,859 shares

    0.26% of the 13F portfolio, value $4,042,027.

    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 188,632 shares
    Change vs previous 13F +6,855 shares

    0.27% of the 13F portfolio, value $4,068,792.

    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 181,777 shares
    Change vs previous 13F -5,428 shares

    0.29% of the 13F portfolio, value $3,846,400.

    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 187,205 shares
    Change vs previous 13F -1,200 shares

    0.4% of the 13F portfolio, value $4,026,777.

    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 188,405 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,967,814.

    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).