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FIDUCIARY FINANCIAL GROUP, LLC: SCHK position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 76,907 SCHK 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 76,907 shares
    Change vs previous 13F -5,540 shares

    0.33% of the 13F portfolio, value $2,819,407.

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

  2. period ended2026-06-30
    13F 82,447 shares
    Change vs previous 13F +41,255 shares

    0.34% of the 13F portfolio, value $2,973,028.

    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 41,192 shares
    Change vs previous 13F +1,183 shares

    0.17% of the 13F portfolio, value $1,290,553.

    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 40,009 shares
    Change vs previous 13F +90 shares

    0.19% of the 13F portfolio, value $1,312,295.

    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 39,919 shares
    Change vs previous 13F +68 shares

    0.2% of the 13F portfolio, value $1,282,200.

    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 39,851 shares
    Change vs previous 13F +85 shares

    0.21% of the 13F portfolio, value $1,187,561.

    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 39,766 shares
    Change vs previous 13F +25,566 shares

    0.22% of the 13F portfolio, value $1,004,082.

    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 14,200 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $398,736.

    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).