Fiduciary Group, LLC: APD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on APD, newest first. How the timeline and the estimate are built.
Fiduciary Group, LLC held 6,154 APD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 6,154 sharesChange vs previous 13F -227 shares
0.14% of the 13F portfolio, value $1,804,230.
13F-HR 0001645890-26-000003 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,381 sharesChange vs previous 13F -465 shares
0.16% of the 13F portfolio, value $1,853,617.
13F-HR 0001645890-26-000002 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,846 sharesChange vs previous 13F -4,810 shares
0.14% of the 13F portfolio, value $1,691,099.
13F-HR 0001645890-26-000001 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,656 sharesChange vs previous 13F +67 shares
0.28% of the 13F portfolio, value $3,178,824.
13F-HR 0001645890-25-000013 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,589 sharesChange vs previous 13F +304 shares
0.31% of the 13F portfolio, value $3,268,793.
13F-HR 0001645890-25-000004 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,285 sharesChange vs previous 13F +133 shares
0.33% of the 13F portfolio, value $3,328,172.
13F-HR 0001645890-25-000003 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,152 sharesChange vs previous 13F -111 shares
0.32% of the 13F portfolio, value $3,234,526.
13F-HR 0001645890-25-000001 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,263 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $3,353,446.
13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).