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Disclosery

Fiduciary Group, LLC: IEFA position timeline

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

Fiduciary Group, LLC held 59,784 IEFA 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 59,784 shares
    Change vs previous 13F -1,469 shares

    0.45% of the 13F portfolio, value $5,773,927.

    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 61,253 shares
    Change vs previous 13F +123 shares

    0.47% of the 13F portfolio, value $5,545,260.

    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 61,130 shares
    Change vs previous 13F +355 shares

    0.46% of the 13F portfolio, value $5,468,715.

    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 60,775 shares
    Change vs previous 13F +1,936 shares

    0.47% of the 13F portfolio, value $5,306,228.

    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 58,839 shares
    Change vs previous 13F +812 shares

    0.46% of the 13F portfolio, value $4,911,844.

    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 58,027 shares
    Change vs previous 13F -1,006 shares

    0.44% of the 13F portfolio, value $4,389,742.

    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 59,033 shares
    Change vs previous 13F -330 shares

    0.42% of the 13F portfolio, value $4,148,839.

    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 59,363 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,633,252.

    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).