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FIDUCIARY FINANCIAL GROUP, LLC: DFAI position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 784,553 DFAI 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 784,553 shares
    Change vs previous 13F +28,665 shares

    3.79% of the 13F portfolio, value $32,504,035.

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

  2. period ended2026-06-30
    13F 755,888 shares
    Change vs previous 13F +68,051 shares

    3.53% of the 13F portfolio, value $31,180,360.

    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 687,837 shares
    Change vs previous 13F -45,242 shares

    3.55% of the 13F portfolio, value $26,798,149.

    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 733,079 shares
    Change vs previous 13F +48,570 shares

    3.95% of the 13F portfolio, value $27,937,625.

    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 684,509 shares
    Change vs previous 13F +41,042 shares

    3.93% of the 13F portfolio, value $24,881,908.

    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 643,467 shares
    Change vs previous 13F +27,194 shares

    4.02% of the 13F portfolio, value $22,218,904.

    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 616,273 shares
    Change vs previous 13F +8,200 shares

    3.96% of the 13F portfolio, value $18,180,056.

    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 608,073 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $17,609,786.

    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).