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Disclosery

Fiduciary Alliance LLC: VO position timeline

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

Fiduciary Alliance LLC held 68,046 VO 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 68,046 shares
    Change vs previous 13F +50,868 shares

    0.37% of the 13F portfolio, value $5,482,447.

    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 17,178 shares
    Change vs previous 13F +631 shares

    0.31% of the 13F portfolio, value $5,186,345.

    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 16,547 shares
    Change vs previous 13F -12 shares

    0.31% of the 13F portfolio, value $4,802,378.

    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 16,559 shares
    Change vs previous 13F -110 shares

    0.33% of the 13F portfolio, value $4,864,106.

    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 16,669 shares
    Change vs previous 13F +13,504 shares

    0.35% of the 13F portfolio, value $4,664,548.

    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 3,165 shares
    Change vs previous 13F +256 shares

    0.08% of the 13F portfolio, value $818,532.

    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 2,909 shares
    Change vs previous 13F +278 shares

    0.08% of the 13F portfolio, value $768,354.

    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 2,631 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $694,137.

    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).