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Fiduciary Alliance LLC: XEFRX position timeline

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

Fiduciary Alliance LLC held 17,845 XEFRX 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 17,845 shares
    Change vs previous 13F -3,800 shares

    0.01% of the 13F portfolio, value $185,588.

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

  2. period ended2026-06-30
    13F 21,645 shares
    Change vs previous 13F -9,550 shares

    0.02% of the 13F portfolio, value $229,437.

    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 31,195 shares
    Change vs previous 13F -12,450 shares

    0.02% of the 13F portfolio, value $325,988.

    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 43,645 shares
    Change vs previous 13F -13,200 shares

    0.03% of the 13F portfolio, value $486,205.

    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 56,845 shares
    Change vs previous 13F -14,000 shares

    0.04% of the 13F portfolio, value $650,307.

    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 70,845 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $858,641.

    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).