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Disclosery

Fiduciary Alliance LLC: XLU position timeline

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

Fiduciary Alliance LLC held 14,340 XLU 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 14,340 shares
    Change vs previous 13F -1,757 shares

    0.04% of the 13F portfolio, value $565,572.

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

  2. period ended2026-06-30
    13F 16,097 shares
    Change vs previous 13F -889 shares

    0.05% of the 13F portfolio, value $729,841.

    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 16,986 shares
    Change vs previous 13F +3,572 shares

    0.05% of the 13F portfolio, value $781,679.

    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 13,414 shares
    Change vs previous 13F +9,130 shares

    0.04% of the 13F portfolio, value $572,653.

    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 4,284 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $373,564.

    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 4,277 shares
    Change vs previous 13F +241 shares

    0.03% of the 13F portfolio, value $349,249.

    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 4,036 shares
    Change vs previous 13F +813 shares

    0.03% of the 13F portfolio, value $318,266.

    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 3,223 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $243,985.

    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).