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Disclosery

Fiduciary Alliance LLC: VUG position timeline

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

Fiduciary Alliance LLC held 105,286 VUG 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 105,286 shares
    Change vs previous 13F +87,678 shares

    0.61% of the 13F portfolio, value $9,069,324.

    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 17,608 shares
    Change vs previous 13F +5,170 shares

    0.52% of the 13F portfolio, value $8,551,555.

    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 12,438 shares
    Change vs previous 13F +1,504 shares

    0.4% of the 13F portfolio, value $6,067,779.

    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 10,934 shares
    Change vs previous 13F +1,496 shares

    0.35% of the 13F portfolio, value $5,244,206.

    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 9,438 shares
    Change vs previous 13F +8,116 shares

    0.31% of the 13F portfolio, value $4,137,701.

    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 1,322 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $490,238.

    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).