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Disclosery

Fiduciary Alliance LLC: VYM position timeline

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

Fiduciary Alliance LLC held 11,577 VYM 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 11,577 shares
    Change vs previous 13F +487 shares

    0.14% of the 13F portfolio, value $1,796,678.

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

  2. period ended2026-06-30
    13F 11,090 shares
    Change vs previous 13F -179 shares

    0.12% of the 13F portfolio, value $1,752,580.

    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 11,269 shares
    Change vs previous 13F +1,241 shares

    0.1% of the 13F portfolio, value $1,724,680.

    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 10,028 shares
    Change vs previous 13F +844 shares

    0.09% of the 13F portfolio, value $1,439,155.

    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 9,184 shares
    Change vs previous 13F +930 shares

    0.09% of the 13F portfolio, value $1,294,498.

    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 8,254 shares
    Change vs previous 13F +2,017 shares

    0.08% of the 13F portfolio, value $1,100,319.

    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 6,237 shares
    Change vs previous 13F +613 shares

    0.08% of the 13F portfolio, value $804,286.

    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 5,624 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $717,599.

    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).