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Fiduciary Group, LLC: BND position timeline

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

Fiduciary Group, LLC held 14,218 BND 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 14,218 shares
    Change vs previous 13F -710 shares

    0.08% of the 13F portfolio, value $1,043,743.

    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 14,928 shares
    Change vs previous 13F -87 shares

    0.09% of the 13F portfolio, value $1,099,292.

    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 15,015 shares
    Change vs previous 13F +23 shares

    0.09% of the 13F portfolio, value $1,112,138.

    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 14,992 shares
    Change vs previous 13F -2,074 shares

    0.1% of the 13F portfolio, value $1,114,919.

    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 17,066 shares
    Change vs previous 13F -247 shares

    0.12% of the 13F portfolio, value $1,256,570.

    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 17,313 shares
    Change vs previous 13F +2,186 shares

    0.13% of the 13F portfolio, value $1,271,640.

    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 15,127 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,087,783.

    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).