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FIDUCIARY FINANCIAL GROUP, LLC: DFSI position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 42,874 DFSI 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 42,874 shares
    Change vs previous 13F +886 shares

    0.23% of the 13F portfolio, value $1,936,619.

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

  2. period ended2026-06-30
    13F 41,988 shares
    Change vs previous 13F +11,888 shares

    0.21% of the 13F portfolio, value $1,893,659.

    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 30,100 shares
    Change vs previous 13F +1,335 shares

    0.17% of the 13F portfolio, value $1,276,240.

    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 28,765 shares
    Change vs previous 13F +3,889 shares

    0.17% of the 13F portfolio, value $1,232,436.

    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 24,876 shares
    Change vs previous 13F +7,421 shares

    0.16% of the 13F portfolio, value $1,018,675.

    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 17,455 shares
    Change vs previous 13F +2,353 shares

    0.12% of the 13F portfolio, value $686,680.

    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 15,102 shares
    Change vs previous 13F -1,838 shares

    0.11% of the 13F portfolio, value $504,860.

    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 16,940 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $550,211.

    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).