Fiduciary Group, LLC: GIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on GIS, newest first. How the timeline and the estimate are built.
Fiduciary Group, LLC held 6,708 GIS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 6,708 sharesChange vs previous 13F -1,363 shares
0.02% of the 13F portfolio, value $233,438.
13F-HR 0001645890-26-000003 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,071 sharesChange vs previous 13F -299 shares
0.03% of the 13F portfolio, value $300,403.
13F-HR 0001645890-26-000002 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,370 sharesChange vs previous 13F -535 shares
0.03% of the 13F portfolio, value $389,205.
13F-HR 0001645890-26-000001 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,905 sharesChange vs previous 13F +700 shares
0.04% of the 13F portfolio, value $448,990.
13F-HR 0001645890-25-000013 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,205 sharesChange vs previous 13F -200 shares
0.04% of the 13F portfolio, value $425,101.
13F-HR 0001645890-25-000004 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,405 sharesChange vs previous 13F -26 shares
0.05% of the 13F portfolio, value $502,535.
13F-HR 0001645890-25-000003 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,431 sharesChange vs previous 13F -125 shares
0.05% of the 13F portfolio, value $537,645.
13F-HR 0001645890-25-000001 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,556 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $631,861.
13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).