Skip to content

Fiduciary Group, LLC: AMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on AMT, newest first. How the timeline and the estimate are built.

Fiduciary Group, LLC held 27,769 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,769 shares
    Change vs previous 13F -1,313 shares

    0.36% of the 13F portfolio, value $4,542,123.

    13F-HR 0001645890-26-000003 filed by Fiduciary 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 29,082 shares
    Change vs previous 13F -2,237 shares

    0.43% of the 13F portfolio, value $5,018,972.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 31,319 shares
    Change vs previous 13F -2,171 shares

    0.46% of the 13F portfolio, value $5,498,677.

    13F-HR 0001645890-26-000001 filed by Fiduciary 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 33,490 shares
    Change vs previous 13F +12 shares

    0.57% of the 13F portfolio, value $6,440,797.

    13F-HR 0001645890-25-000013 filed by Fiduciary 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 33,478 shares
    Change vs previous 13F -98 shares

    0.7% of the 13F portfolio, value $7,399,308.

    13F-HR 0001645890-25-000004 filed by Fiduciary 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 33,576 shares
    Change vs previous 13F -60 shares

    0.73% of the 13F portfolio, value $7,306,138.

    13F-HR 0001645890-25-000003 filed by Fiduciary 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 33,636 shares
    Change vs previous 13F -3,301 shares

    0.62% of the 13F portfolio, value $6,169,179.

    13F-HR 0001645890-25-000001 filed by Fiduciary 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 36,937 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $8,590,069.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).