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Disclosery

Fiduciary Group, LLC: BX position timeline

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

Fiduciary Group, LLC held 46,608 BX 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 46,608 shares
    Change vs previous 13F +211 shares

    0.43% of the 13F portfolio, value $5,484,372.

    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 46,397 shares
    Change vs previous 13F +155 shares

    0.46% of the 13F portfolio, value $5,335,193.

    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 46,242 shares
    Change vs previous 13F +1,372 shares

    0.6% of the 13F portfolio, value $7,127,705.

    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 44,870 shares
    Change vs previous 13F -413 shares

    0.67% of the 13F portfolio, value $7,666,069.

    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 45,283 shares
    Change vs previous 13F +315 shares

    0.64% of the 13F portfolio, value $6,773,399.

    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 44,968 shares
    Change vs previous 13F +576 shares

    0.63% of the 13F portfolio, value $6,285,676.

    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 44,392 shares
    Change vs previous 13F -1,954 shares

    0.77% of the 13F portfolio, value $7,654,032.

    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 46,346 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $7,097,029.

    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).