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FIDUCIARY FINANCIAL GROUP, LLC: DFAE position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 743,544 DFAE 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 743,544 shares
    Change vs previous 13F -65,340 shares

    3.41% of the 13F portfolio, value $29,228,695.

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

  2. period ended2026-06-30
    13F 808,884 shares
    Change vs previous 13F +43,084 shares

    3.69% of the 13F portfolio, value $32,525,232.

    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 765,800 shares
    Change vs previous 13F +51,992 shares

    3.44% of the 13F portfolio, value $25,929,991.

    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 713,808 shares
    Change vs previous 13F +46,987 shares

    3.28% of the 13F portfolio, value $23,248,735.

    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 666,821 shares
    Change vs previous 13F +33,874 shares

    3.32% of the 13F portfolio, value $21,024,861.

    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 632,947 shares
    Change vs previous 13F +37,993 shares

    3.32% of the 13F portfolio, value $18,368,112.

    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 594,954 shares
    Change vs previous 13F +5,517 shares

    3.12% of the 13F portfolio, value $14,344,347.

    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 589,437 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $14,635,711.

    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).