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Disclosery

Fiduciary Alliance LLC: VFC position timeline

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

Fiduciary Alliance LLC held 499,330 VFC 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 499,330 shares
    Change vs previous 13F -90,463 shares

    0.56% of the 13F portfolio, value $8,328,832.

    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 589,793 shares
    Change vs previous 13F -57,703 shares

    0.7% of the 13F portfolio, value $11,583,527.

    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 647,496 shares
    Change vs previous 13F +60,619 shares

    0.77% of the 13F portfolio, value $11,706,731.

    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 586,877 shares
    Change vs previous 13F +105,786 shares

    0.57% of the 13F portfolio, value $8,468,634.

    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 481,091 shares
    Change vs previous 13F +182,495 shares

    0.42% of the 13F portfolio, value $5,652,825.

    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 298,596 shares
    Change vs previous 13F +42,065 shares

    0.46% of the 13F portfolio, value $4,634,215.

    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 256,531 shares
    Change vs previous 13F +16,431 shares

    0.56% of the 13F portfolio, value $5,505,148.

    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 240,100 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,789,998.

    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).