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FIDUCIARY FINANCIAL GROUP, LLC: SPY position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 4,218 SPY 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 4,218 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $3,216,945.

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

  2. period ended2026-06-30
    13F 4,218 shares
    Change vs previous 13F -87 shares

    0.36% of the 13F portfolio, value $3,149,968.

    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 4,305 shares
    Change vs previous 13F -91 shares

    0.37% of the 13F portfolio, value $2,799,730.

    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 4,396 shares
    Change vs previous 13F +393 shares

    0.42% of the 13F portfolio, value $2,997,426.

    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 4,003 shares
    Change vs previous 13F -301 shares

    0.42% of the 13F portfolio, value $2,667,038.

    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 4,304 shares
    Change vs previous 13F -472 shares

    0.48% of the 13F portfolio, value $2,658,094.

    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 4,776 shares
    Change vs previous 13F +242 shares

    0.55% of the 13F portfolio, value $2,505,146.

    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 4,534 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,631,748.

    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).