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Disclosery

Fiduciary Alliance LLC: SLYV position timeline

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

Fiduciary Alliance LLC held 9,351 SLYV 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 9,351 shares
    Change vs previous 13F -1,088 shares

    0.07% of the 13F portfolio, value $1,020,237.

    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 10,439 shares
    Change vs previous 13F +1,317 shares

    0.06% of the 13F portfolio, value $1,038,355.

    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 9,122 shares
    Change vs previous 13F -62 shares

    0.05% of the 13F portfolio, value $829,798.

    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 9,184 shares
    Change vs previous 13F +165 shares

    0.05% of the 13F portfolio, value $814,139.

    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 9,019 shares
    Change vs previous 13F +46 shares

    0.05% of the 13F portfolio, value $719,373.

    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 8,973 shares
    Change vs previous 13F +2,568 shares

    0.07% of the 13F portfolio, value $703,446.

    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 6,405 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $558,878.

    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).