Skip to content
Disclosery

Fiduciary Alliance LLC: SPHQ position timeline

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

Fiduciary Alliance LLC held 76,652 SPHQ 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 76,652 shares
    Change vs previous 13F +6,588 shares

    0.49% of the 13F portfolio, value $6,444,969.

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

  2. period ended2026-06-30
    13F 70,064 shares
    Change vs previous 13F +7,272 shares

    0.43% of the 13F portfolio, value $6,312,766.

    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 62,792 shares
    Change vs previous 13F +28,227 shares

    0.3% of the 13F portfolio, value $4,986,313.

    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 34,565 shares
    Change vs previous 13F +2,337 shares

    0.17% of the 13F portfolio, value $2,594,103.

    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 32,228 shares
    Change vs previous 13F +4,469 shares

    0.16% of the 13F portfolio, value $2,361,990.

    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 27,759 shares
    Change vs previous 13F +2,987 shares

    0.15% of the 13F portfolio, value $1,978,106.

    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 24,772 shares
    Change vs previous 13F +1,850 shares

    0.16% of the 13F portfolio, value $1,643,374.

    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 22,922 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,536,462.

    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).