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FIDUCIARY FINANCIAL GROUP, LLC: OUNZ position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 14,945 OUNZ 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 14,945 shares
    Change vs previous 13F +8,245 shares

    0.07% of the 13F portfolio, value $596,306.

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

  2. period ended2026-06-30
    13F 6,700 shares
    Change vs previous 13F +1,600 shares

    0.03% of the 13F portfolio, value $258,553.

    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 5,100 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $229,755.

    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 5,100 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $211,548.

    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).