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FIDUCIARY FINANCIAL GROUP, LLC: DFEM position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 120,851 DFEM 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 120,851 shares
    Change vs previous 13F +6,063 shares

    0.56% of the 13F portfolio, value $4,911,393.

    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 114,788 shares
    Change vs previous 13F +11,891 shares

    0.53% of the 13F portfolio, value $3,965,925.

    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 102,897 shares
    Change vs previous 13F +1,772 shares

    0.48% of the 13F portfolio, value $3,403,833.

    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 101,125 shares
    Change vs previous 13F +2,631 shares

    0.51% of the 13F portfolio, value $3,243,079.

    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 98,494 shares
    Change vs previous 13F +19,005 shares

    0.53% of the 13F portfolio, value $2,931,181.

    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 79,489 shares
    Change vs previous 13F +50,188 shares

    0.43% of the 13F portfolio, value $1,958,609.

    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 29,301 shares
    Change vs previous 13F +3,947 shares

    0.16% of the 13F portfolio, value $748,641.

    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 25,354 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $712,447.

    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).