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Disclosery

Fiduciary Alliance LLC: TFC position timeline

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

Fiduciary Alliance LLC held 71,236 TFC 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 71,236 shares
    Change vs previous 13F -1,036 shares

    0.24% of the 13F portfolio, value $3,548,992.

    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 72,272 shares
    Change vs previous 13F -7,372 shares

    0.22% of the 13F portfolio, value $3,583,981.

    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 79,644 shares
    Change vs previous 13F -6,837 shares

    0.26% of the 13F portfolio, value $3,919,295.

    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 86,481 shares
    Change vs previous 13F -5,888 shares

    0.26% of the 13F portfolio, value $3,953,917.

    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 92,369 shares
    Change vs previous 13F -6,185 shares

    0.3% of the 13F portfolio, value $3,970,945.

    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 98,554 shares
    Change vs previous 13F +936 shares

    0.4% of the 13F portfolio, value $4,055,484.

    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 97,618 shares
    Change vs previous 13F +7,597 shares

    0.43% of the 13F portfolio, value $4,234,679.

    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 90,021 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,850,189.

    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).