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Disclosery

Fiduciary Group, LLC: MKL position timeline

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

Fiduciary Group, LLC held 1,825 MKL 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 1,825 shares
    Change vs previous 13F -14 shares

    0.28% of the 13F portfolio, value $3,564,243.

    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 1,839 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $3,519,975.

    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 1,839 shares
    Change vs previous 13F -67 shares

    0.33% of the 13F portfolio, value $3,953,206.

    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 1,906 shares
    Change vs previous 13F -7 shares

    0.32% of the 13F portfolio, value $3,643,052.

    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 1,913 shares
    Change vs previous 13F -12 shares

    0.36% of the 13F portfolio, value $3,820,950.

    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 1,925 shares
    Change vs previous 13F -26 shares

    0.36% of the 13F portfolio, value $3,598,999.

    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 1,951 shares
    Change vs previous 13F -21 shares

    0.34% of the 13F portfolio, value $3,367,875.

    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 1,972 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,093,240.

    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).