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Disclosery

Fiduciary Alliance LLC: SOXX position timeline

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

Fiduciary Alliance LLC held 798 SOXX 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 798 shares
    Change vs previous 13F -810 shares

    0.03% of the 13F portfolio, value $453,839.

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

  2. period ended2026-06-30
    13F 1,608 shares
    Change vs previous 13F +182 shares

    0.07% of the 13F portfolio, value $1,030,655.

    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 1,426 shares
    Change vs previous 13F -249 shares

    0.03% of the 13F portfolio, value $573,116.

    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 1,675 shares
    Change vs previous 13F -233 shares

    0.03% of the 13F portfolio, value $504,438.

    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 1,908 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $517,305.

    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).