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Disclosery

Fiduciary Alliance LLC: TBIL position timeline

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

Fiduciary Alliance LLC held 11,125 TBIL 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 11,125 shares
    Change vs previous 13F -101,850 shares

    0.04% of the 13F portfolio, value $554,702.

    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 112,975 shares
    Change vs previous 13F -9,864 shares

    0.34% of the 13F portfolio, value $5,639,701.

    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 122,839 shares
    Change vs previous 13F -5,284 shares

    0.4% of the 13F portfolio, value $6,127,212.

    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 128,123 shares
    Change vs previous 13F +47,323 shares

    0.43% of the 13F portfolio, value $6,406,147.

    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 80,800 shares
    Change vs previous 13F -4,600 shares

    0.3% of the 13F portfolio, value $4,039,576.

    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 85,400 shares
    Change vs previous 13F +72,252 shares

    0.42% of the 13F portfolio, value $4,270,854.

    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 13,148 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $655,559.

    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).