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FIDUCIARY FINANCIAL GROUP, LLC: DFAT position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 225,571 DFAT 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 225,571 shares
    Change vs previous 13F +14,884 shares

    1.79% of the 13F portfolio, value $15,767,383.

    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 210,687 shares
    Change vs previous 13F +9,731 shares

    1.74% of the 13F portfolio, value $13,157,401.

    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 200,956 shares
    Change vs previous 13F +4,510 shares

    1.69% of the 13F portfolio, value $11,964,936.

    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 196,446 shares
    Change vs previous 13F +9,276 shares

    1.81% of the 13F portfolio, value $11,435,109.

    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 187,170 shares
    Change vs previous 13F +5,889 shares

    1.87% of the 13F portfolio, value $10,341,149.

    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 181,281 shares
    Change vs previous 13F +4,354 shares

    1.83% of the 13F portfolio, value $8,395,137.

    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 176,927 shares
    Change vs previous 13F +778 shares

    2.12% of the 13F portfolio, value $9,665,511.

    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 176,149 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $9,628,308.

    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).