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Disclosery

Fiduciary Alliance LLC: SVOL position timeline

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

Fiduciary Alliance LLC held 13,724 SVOL 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 13,724 shares
    Change vs previous 13F +147 shares

    0.01% of the 13F portfolio, value $220,128.

    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 13,577 shares
    Change vs previous 13F -3,682 shares

    0.01% of the 13F portfolio, value $217,097.

    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 17,259 shares
    Change vs previous 13F -16,958 shares

    0.02% of the 13F portfolio, value $303,060.

    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 34,217 shares
    Change vs previous 13F -10,199 shares

    0.04% of the 13F portfolio, value $615,899.

    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 44,416 shares
    Change vs previous 13F -4,738 shares

    0.06% of the 13F portfolio, value $816,806.

    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 49,154 shares
    Change vs previous 13F +9,452 shares

    0.09% of the 13F portfolio, value $893,627.

    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 39,702 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $825,409.

    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).