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FIDUCIARY FINANCIAL GROUP, LLC: DFAW position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 23,299 DFAW 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 23,299 shares
    Change vs previous 13F +972 shares

    0.22% of the 13F portfolio, value $1,917,761.

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

  2. period ended2026-06-30
    13F 22,327 shares
    Change vs previous 13F +619 shares

    0.21% of the 13F portfolio, value $1,848,473.

    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 21,708 shares
    Change vs previous 13F -1,425 shares

    0.21% of the 13F portfolio, value $1,601,633.

    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 23,133 shares
    Change vs previous 13F +2,454 shares

    0.24% of the 13F portfolio, value $1,711,379.

    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 20,679 shares
    Change vs previous 13F +5,852 shares

    0.23% of the 13F portfolio, value $1,485,993.

    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 14,827 shares
    Change vs previous 13F +1,964 shares

    0.18% of the 13F portfolio, value $998,005.

    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 12,863 shares
    Change vs previous 13F -6,091 shares

    0.16% of the 13F portfolio, value $734,220.

    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 18,954 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,172,305.

    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).