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Fiduciary Group, LLC: IGSB position timeline

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

Fiduciary Group, LLC held 480,270 IGSB 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 480,270 shares
    Change vs previous 13F +6,637 shares

    1.97% of the 13F portfolio, value $25,170,976.

    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 473,633 shares
    Change vs previous 13F +21,165 shares

    2.13% of the 13F portfolio, value $24,894,164.

    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 452,468 shares
    Change vs previous 13F +38,163 shares

    2.01% of the 13F portfolio, value $23,926,484.

    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 414,305 shares
    Change vs previous 13F +748 shares

    1.93% of the 13F portfolio, value $21,970,597.

    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 413,557 shares
    Change vs previous 13F -1,152 shares

    2.05% of the 13F portfolio, value $21,819,243.

    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 414,709 shares
    Change vs previous 13F +1,823 shares

    2.18% of the 13F portfolio, value $21,718,316.

    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 412,886 shares
    Change vs previous 13F +6,324 shares

    2.14% of the 13F portfolio, value $21,346,201.

    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 406,562 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $21,409,537.

    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).