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FIDUCIARY FINANCIAL GROUP, LLC: VBR position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 17,748 VBR 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 17,748 shares
    Change vs previous 13F +13 shares

    0.48% of the 13F portfolio, value $4,100,320.

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

  2. period ended2026-06-30
    13F 17,735 shares
    Change vs previous 13F -990 shares

    0.49% of the 13F portfolio, value $4,309,428.

    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 18,725 shares
    Change vs previous 13F +561 shares

    0.54% of the 13F portfolio, value $4,068,006.

    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 18,164 shares
    Change vs previous 13F +141 shares

    0.54% of the 13F portfolio, value $3,846,954.

    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 18,023 shares
    Change vs previous 13F +1,475 shares

    0.59% of the 13F portfolio, value $3,761,580.

    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 16,548 shares
    Change vs previous 13F +611 shares

    0.59% of the 13F portfolio, value $3,285,936.

    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 15,937 shares
    Change vs previous 13F -609 shares

    0.59% of the 13F portfolio, value $2,699,090.

    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 16,546 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,230,039.

    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).