Fiduciary Alliance LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Alliance LLC on VB, newest first. How the timeline and the estimate are built.
Fiduciary Alliance LLC held 5,471 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 5,471 sharesChange vs previous 13F +263 shares
0.11% of the 13F portfolio, value $1,658,471.
13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,208 sharesChange vs previous 13F +393 shares
0.09% of the 13F portfolio, value $1,449,272.
13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,815 sharesChange vs previous 13F +345 shares
0.08% of the 13F portfolio, value $1,242,156.
13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,470 sharesChange vs previous 13F +776 shares
0.08% of the 13F portfolio, value $1,136,553.
13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,694 sharesChange vs previous 13F -202 shares
0.07% of the 13F portfolio, value $875,471.
13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,896 sharesChange vs previous 13F -7 shares
0.08% of the 13F portfolio, value $864,040.
13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,903 sharesChange vs previous 13F +292 shares
0.09% of the 13F portfolio, value $937,772.
13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,611 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $856,460.
13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).