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Fiduciary Group, LLC: ET position timeline

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

Fiduciary Group, LLC held 76,869 ET 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 76,869 shares
    Change vs previous 13F -2,393 shares

    0.12% of the 13F portfolio, value $1,469,735.

    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 79,262 shares
    Change vs previous 13F -25 shares

    0.13% of the 13F portfolio, value $1,529,757.

    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 79,287 shares
    Change vs previous 13F +11,319 shares

    0.11% of the 13F portfolio, value $1,307,443.

    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 67,968 shares
    Change vs previous 13F -351 shares

    0.1% of the 13F portfolio, value $1,166,331.

    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 68,319 shares
    Change vs previous 13F +15,210 shares

    0.12% of the 13F portfolio, value $1,238,623.

    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 53,109 shares
    Change vs previous 13F +12,828 shares

    0.1% of the 13F portfolio, value $987,296.

    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 40,281 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $789,105.

    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 40,278 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $646,462.

    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).