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FIDUCIARY FINANCIAL GROUP, LLC: IWF position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 33,417 IWF 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 33,417 shares
    Change vs previous 13F -1,157 shares

    0.49% of the 13F portfolio, value $4,185,813.

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

  2. period ended2026-06-30
    13F 34,574 shares
    Change vs previous 13F +25,821 shares

    0.49% of the 13F portfolio, value $4,293,054.

    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 8,753 shares
    Change vs previous 13F -165 shares

    0.49% of the 13F portfolio, value $3,732,279.

    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 8,918 shares
    Change vs previous 13F -62 shares

    0.6% of the 13F portfolio, value $4,220,889.

    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 8,980 shares
    Change vs previous 13F -251 shares

    0.66% of the 13F portfolio, value $4,206,322.

    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 9,231 shares
    Change vs previous 13F +263 shares

    0.7% of the 13F portfolio, value $3,878,035.

    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 8,968 shares
    Change vs previous 13F +2,032 shares

    0.67% of the 13F portfolio, value $3,083,736.

    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 6,936 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,761,568.

    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).