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FIDUCIARY FAMILY OFFICE, LLC: IBKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FAMILY OFFICE, LLC on IBKR, newest first. How the timeline and the estimate are built.

FIDUCIARY FAMILY OFFICE, LLC held 31,375 IBKR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,375 shares
    Change vs previous 13F -573 shares

    0.68% of the 13F portfolio, value $2,730,880.

    13F-HR 0001172661-26-003069 filed by FIDUCIARY FAMILY OFFICE, 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 31,948 shares
    Change vs previous 13F -2,341 shares

    0.61% of the 13F portfolio, value $2,142,752.

    13F-HR 0001172661-26-001820 filed by FIDUCIARY FAMILY OFFICE, 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 34,289 shares
    Change vs previous 13F -4,723 shares

    0.63% of the 13F portfolio, value $2,205,126.

    13F-HR 0001172661-26-000576 filed by FIDUCIARY FAMILY OFFICE, 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 39,012 shares
    Change vs previous 13F -5,044 shares

    0.76% of the 13F portfolio, value $2,684,416.

    13F-HR 0001172661-25-004471 filed by FIDUCIARY FAMILY OFFICE, 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 44,056 shares
    Change vs previous 13F +29,523 shares

    0.8% of the 13F portfolio, value $2,441,143.

    13F-HR 0001172661-25-002801 filed by FIDUCIARY FAMILY OFFICE, 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 14,533 shares
    Change vs previous 13F +14,533 shares

    0.8% of the 13F portfolio, value $2,406,519.

    13F-HR 0001172661-25-001679 filed by FIDUCIARY FAMILY OFFICE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -15,120 shares

    13F-HR 0001172661-25-000255 filed by FIDUCIARY FAMILY OFFICE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 15,120 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,107,123.

    13F-HR 0001172661-24-004418 filed by FIDUCIARY FAMILY OFFICE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).