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Disclosery

Fiduciary Group, LLC: BSM position timeline

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

Fiduciary Group, LLC held 18,730 BSM 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 18,730 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $261,658.

    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 18,730 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $283,198.

    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 18,730 shares
    Change vs previous 13F -8,290 shares

    0.02% of the 13F portfolio, value $248,922.

    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 27,020 shares
    Change vs previous 13F +1,900 shares

    0.03% of the 13F portfolio, value $355,043.

    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 25,120 shares
    Change vs previous 13F +3,902 shares

    0.03% of the 13F portfolio, value $328,570.

    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 21,218 shares
    Change vs previous 13F +1,406 shares

    0.03% of the 13F portfolio, value $323,999.

    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 19,812 shares
    Change vs previous 13F +2,845 shares

    0.03% of the 13F portfolio, value $289,255.

    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 16,967 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $256,202.

    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).