Skip to content
Disclosery

Fiduciary Group, LLC: MA position timeline

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

Fiduciary Group, LLC held 17,049 MA 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 17,049 shares
    Change vs previous 13F -342 shares

    0.69% of the 13F portfolio, value $8,756,265.

    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 17,391 shares
    Change vs previous 13F -121 shares

    0.74% of the 13F portfolio, value $8,689,371.

    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 17,512 shares
    Change vs previous 13F -331 shares

    0.84% of the 13F portfolio, value $9,997,004.

    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 17,843 shares
    Change vs previous 13F +192 shares

    0.89% of the 13F portfolio, value $10,149,031.

    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 17,651 shares
    Change vs previous 13F -50 shares

    0.93% of the 13F portfolio, value $9,918,560.

    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 17,701 shares
    Change vs previous 13F -54 shares

    0.97% of the 13F portfolio, value $9,702,035.

    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 17,755 shares
    Change vs previous 13F -53 shares

    0.94% of the 13F portfolio, value $9,349,023.

    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 17,808 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $8,793,377.

    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).