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Disclosery

Fiduciary Alliance LLC: SPY position timeline

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

Fiduciary Alliance LLC held 25,244 SPY 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 25,244 shares
    Change vs previous 13F -16,210 shares

    1.27% of the 13F portfolio, value $18,851,366.

    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 41,454 shares
    Change vs previous 13F -41,060 shares

    1.75% of the 13F portfolio, value $29,015,477.

    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 82,514 shares
    Change vs previous 13F -415 shares

    3.68% of the 13F portfolio, value $56,267,853.

    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 82,929 shares
    Change vs previous 13F +2,046 shares

    3.7% of the 13F portfolio, value $55,245,794.

    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 80,883 shares
    Change vs previous 13F +5,518 shares

    3.73% of the 13F portfolio, value $49,973,440.

    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 75,365 shares
    Change vs previous 13F +13,646 shares

    4.14% of the 13F portfolio, value $42,158,397.

    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 61,719 shares
    Change vs previous 13F +5,269 shares

    3.66% of the 13F portfolio, value $36,172,290.

    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 56,450 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $32,388,881.

    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).