Fiduciary Alliance LLC: SMH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Alliance LLC on SMH, newest first. How the timeline and the estimate are built.
Fiduciary Alliance LLC held 4,195 SMH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 4,195 sharesChange vs previous 13F +834 shares
0.19% of the 13F portfolio, value $2,554,703.
13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
Accepted , ingested - period ended2026-06-3013F 3,361 sharesChange vs previous 13F +648 shares
0.15% of the 13F portfolio, value $2,204,656.
13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,713 sharesChange vs previous 13F +34 shares
0.07% of the 13F portfolio, value $1,229,134.
13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,679 sharesChange vs previous 13F -10 shares
0.06% of the 13F portfolio, value $964,904.
13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,689 sharesChange vs previous 13F +88 shares
0.06% of the 13F portfolio, value $877,495.
13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,601 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $725,292.
13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).