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Fiduciary Alliance LLC: SECT position timeline

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

Fiduciary Alliance LLC held 24,286 SECT 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 24,286 shares
    Change vs previous 13F -349 shares

    0.12% of the 13F portfolio, value $1,750,049.

    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 24,635 shares
    Change vs previous 13F -13,250 shares

    0.1% of the 13F portfolio, value $1,603,985.

    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 37,885 shares
    Change vs previous 13F +1,314 shares

    0.16% of the 13F portfolio, value $2,444,719.

    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 36,571 shares
    Change vs previous 13F +52 shares

    0.15% of the 13F portfolio, value $2,304,704.

    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 36,519 shares
    Change vs previous 13F -14,641 shares

    0.16% of the 13F portfolio, value $2,120,658.

    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 51,160 shares
    Change vs previous 13F -436 shares

    0.26% of the 13F portfolio, value $2,612,230.

    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 51,596 shares
    Change vs previous 13F -807 shares

    0.29% of the 13F portfolio, value $2,835,716.

    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 52,403 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,817,709.

    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).