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FIDUCIARY FAMILY OFFICE, LLC: V position timeline

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

FIDUCIARY FAMILY OFFICE, LLC held 9,179 V 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 9,179 shares
    Change vs previous 13F -641 shares

    0.79% of the 13F portfolio, value $3,149,385.

    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 9,820 shares
    Change vs previous 13F -864 shares

    0.85% of the 13F portfolio, value $2,968,104.

    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 10,684 shares
    Change vs previous 13F -634 shares

    1.08% of the 13F portfolio, value $3,747,113.

    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 11,318 shares
    Change vs previous 13F +583 shares

    1.1% of the 13F portfolio, value $3,863,860.

    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 10,735 shares
    Change vs previous 13F -398 shares

    1.25% of the 13F portfolio, value $3,811,452.

    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 11,133 shares
    Change vs previous 13F +11,133 shares

    1.3% of the 13F portfolio, value $3,901,662.

    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 -10,489 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 10,489 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,883,973.

    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).