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Fiduciary Group, LLC: IEMG position timeline

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

Fiduciary Group, LLC held 33,524 IEMG 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 33,524 shares
    Change vs previous 13F -696 shares

    0.22% of the 13F portfolio, value $2,777,141.

    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 34,220 shares
    Change vs previous 13F +655 shares

    0.2% of the 13F portfolio, value $2,386,815.

    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 33,565 shares
    Change vs previous 13F +233 shares

    0.19% of the 13F portfolio, value $2,256,211.

    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 33,332 shares
    Change vs previous 13F +307 shares

    0.19% of the 13F portfolio, value $2,197,230.

    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 33,025 shares
    Change vs previous 13F -425 shares

    0.19% of the 13F portfolio, value $1,982,477.

    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 33,450 shares
    Change vs previous 13F -352 shares

    0.18% of the 13F portfolio, value $1,805,307.

    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 33,802 shares
    Change vs previous 13F -695 shares

    0.18% of the 13F portfolio, value $1,765,151.

    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 34,497 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,980,485.

    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).