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FIDUCIARY FINANCIAL GROUP, LLC: DFSU position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 32,886 DFSU 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 32,886 shares
    Change vs previous 13F +2,432 shares

    0.18% of the 13F portfolio, value $1,551,233.

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

  2. period ended2026-06-30
    13F 30,454 shares
    Change vs previous 13F -324 shares

    0.16% of the 13F portfolio, value $1,420,070.

    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 30,778 shares
    Change vs previous 13F +1,843 shares

    0.17% of the 13F portfolio, value $1,264,668.

    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 28,935 shares
    Change vs previous 13F -235 shares

    0.18% of the 13F portfolio, value $1,256,647.

    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 29,170 shares
    Change vs previous 13F +3,132 shares

    0.2% of the 13F portfolio, value $1,238,926.

    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 26,038 shares
    Change vs previous 13F +3,212 shares

    0.19% of the 13F portfolio, value $1,029,803.

    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 22,826 shares
    Change vs previous 13F -20,009 shares

    0.17% of the 13F portfolio, value $764,899.

    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 42,835 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,606,313.

    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).