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FIDUCIARY FINANCIAL GROUP, LLC: AAXJ position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 131,437 AAXJ 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 131,437 shares
    Change vs previous 13F +6,537 shares

    1.79% of the 13F portfolio, value $15,303,896.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 124,900 shares
    Change vs previous 13F +2,368 shares

    1.69% of the 13F portfolio, value $14,904,262.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, 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 122,532 shares
    Change vs previous 13F +2,249 shares

    1.56% of the 13F portfolio, value $11,798,647.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, 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 120,283 shares
    Change vs previous 13F +3,425 shares

    1.58% of the 13F portfolio, value $11,200,792.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, 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 116,858 shares
    Change vs previous 13F +2,711 shares

    1.68% of the 13F portfolio, value $10,659,787.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, 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 114,147 shares
    Change vs previous 13F +5,099 shares

    1.71% of the 13F portfolio, value $9,450,230.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, 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 109,048 shares
    Change vs previous 13F +5,865 shares

    1.62% of the 13F portfolio, value $7,428,350.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, 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 103,183 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $7,245,510.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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