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Disclosery

Fiduciary Alliance LLC: VIG position timeline

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

Fiduciary Alliance LLC held 13,904 VIG 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 13,904 shares
    Change vs previous 13F +171 shares

    0.22% of the 13F portfolio, value $3,289,968.

    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 13,733 shares
    Change vs previous 13F -525 shares

    0.19% of the 13F portfolio, value $3,081,309.

    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 14,258 shares
    Change vs previous 13F -1,184 shares

    0.2% of the 13F portfolio, value $3,133,530.

    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 15,442 shares
    Change vs previous 13F +6,105 shares

    0.22% of the 13F portfolio, value $3,332,157.

    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 9,337 shares
    Change vs previous 13F +4,572 shares

    0.14% of the 13F portfolio, value $1,911,045.

    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 4,765 shares
    Change vs previous 13F +226 shares

    0.09% of the 13F portfolio, value $924,383.

    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 4,539 shares
    Change vs previous 13F +353 shares

    0.09% of the 13F portfolio, value $888,906.

    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 4,186 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $829,036.

    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).