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Disclosery

Fiduciary Alliance LLC: VOO position timeline

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

Fiduciary Alliance LLC held 14,904 VOO 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 14,904 shares
    Change vs previous 13F +102 shares

    0.69% of the 13F portfolio, value $10,236,199.

    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 14,802 shares
    Change vs previous 13F +282 shares

    0.57% of the 13F portfolio, value $9,524,076.

    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 14,520 shares
    Change vs previous 13F +1,718 shares

    0.6% of the 13F portfolio, value $9,105,950.

    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 12,802 shares
    Change vs previous 13F +882 shares

    0.53% of the 13F portfolio, value $7,839,994.

    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 11,920 shares
    Change vs previous 13F +10,061 shares

    0.5% of the 13F portfolio, value $6,770,913.

    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 1,859 shares
    Change vs previous 13F +665 shares

    0.09% of the 13F portfolio, value $955,155.

    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 1,194 shares
    Change vs previous 13F +704 shares

    0.07% of the 13F portfolio, value $643,407.

    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 490 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $258,371.

    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).