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Disclosery

Fiduciary Alliance LLC: VTV position timeline

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

Fiduciary Alliance LLC held 7,675 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,675 shares
    Change vs previous 13F -597 shares

    0.13% of the 13F portfolio, value $1,658,435.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,272 shares
    Change vs previous 13F -540 shares

    0.12% of the 13F portfolio, value $1,802,670.

    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).

  3. period ended2026-03-31
    13F 8,812 shares
    Change vs previous 13F +228 shares

    0.11% of the 13F portfolio, value $1,780,324.

    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).

  4. period ended2025-12-31
    13F 8,584 shares
    Change vs previous 13F +1,421 shares

    0.11% of the 13F portfolio, value $1,639,491.

    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).

  5. period ended2025-09-30
    13F 7,163 shares
    Change vs previous 13F +45 shares

    0.09% of the 13F portfolio, value $1,335,783.

    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).

  6. period ended2025-06-30
    13F 7,118 shares
    Change vs previous 13F +2,569 shares

    0.09% of the 13F portfolio, value $1,258,065.

    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).

  7. period ended2025-03-31
    13F 4,549 shares
    Change vs previous 13F +3,262 shares

    0.08% of the 13F portfolio, value $785,811.

    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).

  8. period ended2024-12-31
    13F 1,287 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $217,905.

    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).