Skip to content
Disclosery

Fiduciary Group, LLC: ISTB position timeline

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

Fiduciary Group, LLC held 60,998 ISTB 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 60,998 shares
    Change vs previous 13F -5,002 shares

    0.23% of the 13F portfolio, value $2,943,154.

    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 66,000 shares
    Change vs previous 13F -9,002 shares

    0.27% of the 13F portfolio, value $3,198,360.

    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 75,002 shares
    Change vs previous 13F -1,729 shares

    0.31% of the 13F portfolio, value $3,656,348.

    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 76,731 shares
    Change vs previous 13F -1,646 shares

    0.33% of the 13F portfolio, value $3,747,542.

    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 78,377 shares
    Change vs previous 13F -3,885 shares

    0.36% of the 13F portfolio, value $3,813,041.

    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 82,262 shares
    Change vs previous 13F -3,711 shares

    0.4% of the 13F portfolio, value $3,977,368.

    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 85,973 shares
    Change vs previous 13F -9,955 shares

    0.41% of the 13F portfolio, value $4,106,930.

    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 95,928 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,669,775.

    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).