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FIDUCIARY FINANCIAL GROUP, LLC: DFLV position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 309,259 DFLV 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 309,259 shares
    Change vs previous 13F +8,510 shares

    1.45% of the 13F portfolio, value $12,422,952.

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

  2. period ended2026-06-30
    13F 300,749 shares
    Change vs previous 13F +51,909 shares

    1.35% of the 13F portfolio, value $11,891,625.

    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 248,840 shares
    Change vs previous 13F +15,440 shares

    1.18% of the 13F portfolio, value $8,886,070.

    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 233,400 shares
    Change vs previous 13F +6,587 shares

    1.13% of the 13F portfolio, value $7,984,628.

    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 226,813 shares
    Change vs previous 13F +7,266 shares

    1.18% of the 13F portfolio, value $7,462,148.

    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 219,547 shares
    Change vs previous 13F +8,783 shares

    1.25% of the 13F portfolio, value $6,909,144.

    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 210,764 shares
    Change vs previous 13F +20,245 shares

    1.28% of the 13F portfolio, value $5,876,100.

    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 190,519 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $5,685,087.

    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).