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Disclosery

Fiduciary Group, LLC: MAR position timeline

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

Fiduciary Group, LLC held 16,492 MAR 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 16,492 shares
    Change vs previous 13F -430 shares

    0.48% of the 13F portfolio, value $6,111,599.

    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 16,922 shares
    Change vs previous 13F -297 shares

    0.47% of the 13F portfolio, value $5,534,705.

    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 17,219 shares
    Change vs previous 13F +1,145 shares

    0.45% of the 13F portfolio, value $5,342,038.

    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 16,074 shares
    Change vs previous 13F -128 shares

    0.37% of the 13F portfolio, value $4,186,326.

    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 16,202 shares
    Change vs previous 13F -30 shares

    0.42% of the 13F portfolio, value $4,426,562.

    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 16,232 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $3,866,474.

    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 16,232 shares
    Change vs previous 13F -189 shares

    0.45% of the 13F portfolio, value $4,527,768.

    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 16,421 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,082,273.

    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).