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FIDUCIARY FINANCIAL GROUP, LLC: CB position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 1,039 CB 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 1,039 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $337,935.

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

  2. period ended2026-06-30
    13F 968 shares
    Change vs previous 13F +148 shares

    0.04% of the 13F portfolio, value $329,836.

    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 820 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $267,263.

    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 808 shares
    Change vs previous 13F +70 shares

    0.04% of the 13F portfolio, value $252,193.

    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 738 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $208,301.

    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 736 shares
    Change vs previous 13F -7 shares

    0.04% of the 13F portfolio, value $213,138.

    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 743 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $209,779.

    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).