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Disclosery

Fiduciary Alliance LLC: XLK position timeline

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

Fiduciary Alliance LLC held 10,640 XLK 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 10,640 shares
    Change vs previous 13F -322 shares

    0.16% of the 13F portfolio, value $2,082,816.

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

  2. period ended2026-06-30
    13F 10,962 shares
    Change vs previous 13F -420 shares

    0.14% of the 13F portfolio, value $2,088,567.

    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 11,382 shares
    Change vs previous 13F -606 shares

    0.1% of the 13F portfolio, value $1,710,732.

    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 11,988 shares
    Change vs previous 13F +6,261 shares

    0.11% of the 13F portfolio, value $1,725,945.

    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 5,727 shares
    Change vs previous 13F +1,215 shares

    0.11% of the 13F portfolio, value $1,614,240.

    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 4,512 shares
    Change vs previous 13F +1,319 shares

    0.09% of the 13F portfolio, value $1,142,449.

    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 3,193 shares
    Change vs previous 13F +618 shares

    0.06% of the 13F portfolio, value $659,189.

    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 2,575 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $598,659.

    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).