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FIDUCIARY FINANCIAL GROUP, LLC: DFAC position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 896,427 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 896,427 shares
    Change vs previous 13F +98,405 shares

    4.51% of the 13F portfolio, value $39,765,490.

    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).

  2. period ended2026-03-31
    13F 798,022 shares
    Change vs previous 13F +48,290 shares

    4.11% of the 13F portfolio, value $31,011,125.

    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).

  3. period ended2025-12-31
    13F 749,732 shares
    Change vs previous 13F +36,568 shares

    4.19% of the 13F portfolio, value $29,681,883.

    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).

  4. period ended2025-09-30
    13F 713,164 shares
    Change vs previous 13F +36,671 shares

    4.35% of the 13F portfolio, value $27,506,735.

    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).

  5. period ended2025-06-30
    13F 676,493 shares
    Change vs previous 13F +41,742 shares

    4.41% of the 13F portfolio, value $24,380,808.

    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).

  6. period ended2025-03-31
    13F 634,751 shares
    Change vs previous 13F +34,895 shares

    4.23% of the 13F portfolio, value $19,448,771.

    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).

  7. period ended2024-12-31
    13F 599,856 shares
    Change vs previous 13F +17,789 shares

    4.51% of the 13F portfolio, value $20,587,058.

    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).

  8. period ended2024-09-30
    13F 582,067 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $19,900,871.

    13F-HR 0001754960-24-000482 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).