Skip to content
Disclosery

FIDUCIARY FINANCIAL GROUP, LLC: VOO position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 3,760 VOO 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 3,760 shares
    Change vs previous 13F +585 shares

    0.31% of the 13F portfolio, value $2,635,242.

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

  2. period ended2026-06-30
    13F 3,175 shares
    Change vs previous 13F +28 shares

    0.25% of the 13F portfolio, value $2,180,622.

    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 3,147 shares
    Change vs previous 13F +476 shares

    0.25% of the 13F portfolio, value $1,880,490.

    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 2,671 shares
    Change vs previous 13F -232 shares

    0.24% of the 13F portfolio, value $1,675,064.

    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 2,903 shares
    Change vs previous 13F -229 shares

    0.28% of the 13F portfolio, value $1,777,739.

    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 3,132 shares
    Change vs previous 13F +143 shares

    0.32% of the 13F portfolio, value $1,778,256.

    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 2,989 shares
    Change vs previous 13F +1,736 shares

    0.31% of the 13F portfolio, value $1,440,877.

    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 1,253 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $668,964.

    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).