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FIDUCIARY FINANCIAL GROUP, LLC: VT position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 7,972 VT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,972 shares
    Change vs previous 13F -624 shares

    0.14% of the 13F portfolio, value $1,251,205.

    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).

  2. period ended2026-03-31
    13F 8,596 shares
    Change vs previous 13F +47 shares

    0.16% of the 13F portfolio, value $1,188,963.

    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).

  3. period ended2025-12-31
    13F 8,549 shares
    Change vs previous 13F +9 shares

    0.17% of the 13F portfolio, value $1,205,959.

    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).

  4. period ended2025-09-30
    13F 8,540 shares
    Change vs previous 13F +11 shares

    0.19% of the 13F portfolio, value $1,176,866.

    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).

  5. period ended2025-06-30
    13F 8,529 shares
    Change vs previous 13F +142 shares

    0.2% of the 13F portfolio, value $1,096,267.

    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).

  6. period ended2025-03-31
    13F 8,387 shares
    Change vs previous 13F +3,281 shares

    0.2% of the 13F portfolio, value $913,050.

    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).

  7. period ended2024-12-31
    13F 5,106 shares
    Change vs previous 13F +93 shares

    0.13% of the 13F portfolio, value $593,160.

    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).

  8. period ended2024-09-30
    13F 5,013 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $596,491.

    13F-HR 0001754960-24-000482 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).