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FIDUCIARY FINANCIAL GROUP, LLC: BMO position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 1,931 BMO 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 1,931 shares
    Change vs previous 13F +164 shares

    0.04% of the 13F portfolio, value $322,960.

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

  2. period ended2026-06-30
    13F 1,767 shares
    Change vs previous 13F -56 shares

    0.04% of the 13F portfolio, value $312,229.

    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 1,823 shares
    Change vs previous 13F +200 shares

    0.03% of the 13F portfolio, value $246,725.

    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 1,623 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $210,649.

    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).