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Disclosery

Fiduciary Group, LLC: CB position timeline

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

Fiduciary Group, LLC held 4,184 CB 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 4,184 shares
    Change vs previous 13F -143 shares

    0.11% of the 13F portfolio, value $1,425,656.

    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 4,327 shares
    Change vs previous 13F -95 shares

    0.12% of the 13F portfolio, value $1,410,299.

    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 4,422 shares
    Change vs previous 13F -610 shares

    0.12% of the 13F portfolio, value $1,380,195.

    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 5,032 shares
    Change vs previous 13F +427 shares

    0.12% of the 13F portfolio, value $1,420,282.

    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 4,605 shares
    Change vs previous 13F +36 shares

    0.13% of the 13F portfolio, value $1,334,161.

    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 4,569 shares
    Change vs previous 13F +354 shares

    0.14% of the 13F portfolio, value $1,379,792.

    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 4,215 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $1,164,605.

    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 4,214 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,215,275.

    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).