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Disclosery

Fiduciary Alliance LLC: WEC position timeline

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

Fiduciary Alliance LLC held 13,550 WEC 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 13,550 shares
    Change vs previous 13F -39 shares

    0.11% of the 13F portfolio, value $1,582,237.

    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 13,589 shares
    Change vs previous 13F -209 shares

    0.09% of the 13F portfolio, value $1,560,697.

    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 13,798 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,455,137.

    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 13,798 shares
    Change vs previous 13F -764 shares

    0.11% of the 13F portfolio, value $1,581,113.

    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 14,562 shares
    Change vs previous 13F +5,140 shares

    0.11% of the 13F portfolio, value $1,517,360.

    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 9,422 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,026,810.

    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).