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Disclosery

Fiduciary Alliance LLC: XBI position timeline

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

Fiduciary Alliance LLC held 59,844 XBI 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 59,844 shares
    Change vs previous 13F +5,153 shares

    0.71% of the 13F portfolio, value $9,436,162.

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

  2. period ended2026-06-30
    13F 54,691 shares
    Change vs previous 13F +19,481 shares

    0.59% of the 13F portfolio, value $8,654,858.

    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 35,210 shares
    Change vs previous 13F +32,017 shares

    0.29% of the 13F portfolio, value $4,804,405.

    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 3,193 shares
    Change vs previous 13F -440 shares

    0.03% of the 13F portfolio, value $389,322.

    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 3,633 shares
    Change vs previous 13F -727 shares

    0.02% of the 13F portfolio, value $364,027.

    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 4,360 shares
    Change vs previous 13F +323 shares

    0.03% of the 13F portfolio, value $361,575.

    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 4,037 shares
    Change vs previous 13F -483 shares

    0.03% of the 13F portfolio, value $327,401.

    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 4,520 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $407,071.

    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).