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Fiduciary Group, LLC: EA position timeline

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

Fiduciary Group, LLC held 23,538 EA 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 23,538 shares
    Change vs previous 13F -1,000 shares

    0.38% of the 13F portfolio, value $4,826,283.

    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 24,538 shares
    Change vs previous 13F -4,740 shares

    0.43% of the 13F portfolio, value $5,002,562.

    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 29,278 shares
    Change vs previous 13F -4,672 shares

    0.5% of the 13F portfolio, value $5,982,374.

    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 33,950 shares
    Change vs previous 13F -6,252 shares

    0.6% of the 13F portfolio, value $6,847,715.

    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 40,202 shares
    Change vs previous 13F -897 shares

    0.6% of the 13F portfolio, value $6,420,259.

    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 41,099 shares
    Change vs previous 13F -1,273 shares

    0.6% of the 13F portfolio, value $5,939,627.

    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 42,372 shares
    Change vs previous 13F -1,346 shares

    0.62% of the 13F portfolio, value $6,199,024.

    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 43,718 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,270,910.

    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).