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Disclosery

Fiduciary Alliance LLC: V position timeline

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

Fiduciary Alliance LLC held 7,199 V 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 7,199 shares
    Change vs previous 13F -834 shares

    0.17% of the 13F portfolio, value $2,469,932.

    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 8,033 shares
    Change vs previous 13F -21 shares

    0.15% of the 13F portfolio, value $2,537,778.

    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 8,054 shares
    Change vs previous 13F -936 shares

    0.18% of the 13F portfolio, value $2,824,466.

    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 8,990 shares
    Change vs previous 13F -285 shares

    0.21% of the 13F portfolio, value $3,068,903.

    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 9,275 shares
    Change vs previous 13F +156 shares

    0.25% of the 13F portfolio, value $3,292,939.

    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 9,119 shares
    Change vs previous 13F -3,744 shares

    0.31% of the 13F portfolio, value $3,195,670.

    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 12,863 shares
    Change vs previous 13F +8,281 shares

    0.41% of the 13F portfolio, value $4,065,285.

    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 4,582 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,259,714.

    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).