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FIDUCIARY FINANCIAL GROUP, LLC: DFAU position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 92,219 DFAU 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 92,219 shares
    Change vs previous 13F -4,143 shares

    0.56% of the 13F portfolio, value $4,828,598.

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

  2. period ended2026-06-30
    13F 96,362 shares
    Change vs previous 13F -3,007 shares

    0.56% of the 13F portfolio, value $4,980,937.

    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 99,369 shares
    Change vs previous 13F -987 shares

    0.59% of the 13F portfolio, value $4,483,538.

    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 100,356 shares
    Change vs previous 13F +1,125 shares

    0.66% of the 13F portfolio, value $4,696,642.

    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 99,231 shares
    Change vs previous 13F -1,455 shares

    0.72% of the 13F portfolio, value $4,540,808.

    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 100,686 shares
    Change vs previous 13F +3,542 shares

    0.77% of the 13F portfolio, value $4,271,110.

    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 97,144 shares
    Change vs previous 13F +67,950 shares

    0.76% of the 13F portfolio, value $3,490,401.

    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 29,194 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,172,431.

    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).