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Disclosery

Fiduciary Group, LLC: BSV position timeline

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

Fiduciary Group, LLC held 24,998 BSV 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 24,998 shares
    Change vs previous 13F -639 shares

    0.15% of the 13F portfolio, value $1,947,594.

    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 25,637 shares
    Change vs previous 13F -2,216 shares

    0.17% of the 13F portfolio, value $2,010,197.

    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 27,853 shares
    Change vs previous 13F -714 shares

    0.18% of the 13F portfolio, value $2,195,095.

    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 28,567 shares
    Change vs previous 13F -1,424 shares

    0.2% of the 13F portfolio, value $2,254,222.

    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 29,991 shares
    Change vs previous 13F -1,616 shares

    0.22% of the 13F portfolio, value $2,360,292.

    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 31,607 shares
    Change vs previous 13F -2,162 shares

    0.25% of the 13F portfolio, value $2,474,196.

    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 33,769 shares
    Change vs previous 13F -5,032 shares

    0.26% of the 13F portfolio, value $2,609,331.

    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 38,801 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,053,251.

    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).