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FIDUCIARY FINANCIAL GROUP, LLC: RWO position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 20,072 RWO 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 20,072 shares
    Change vs previous 13F +6,437 shares

    0.11% of the 13F portfolio, value $931,341.

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

  2. period ended2026-06-30
    13F 13,635 shares
    Change vs previous 13F -849 shares

    0.08% of the 13F portfolio, value $677,796.

    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 14,484 shares
    Change vs previous 13F -9,146 shares

    0.09% of the 13F portfolio, value $662,933.

    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 23,630 shares
    Change vs previous 13F +876 shares

    0.15% of the 13F portfolio, value $1,063,823.

    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 22,754 shares
    Change vs previous 13F +639 shares

    0.16% of the 13F portfolio, value $1,041,451.

    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 22,115 shares
    Change vs previous 13F +730 shares

    0.18% of the 13F portfolio, value $984,781.

    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 21,385 shares
    Change vs previous 13F -2,974 shares

    0.19% of the 13F portfolio, value $865,665.

    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 24,359 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,008,706.

    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).