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Disclosery

Fiduciary Group, LLC: NTRS position timeline

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

Fiduciary Group, LLC held 8,581 NTRS 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 8,581 shares
    Change vs previous 13F -31 shares

    0.12% of the 13F portfolio, value $1,491,651.

    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 8,612 shares
    Change vs previous 13F -301 shares

    0.1% of the 13F portfolio, value $1,201,955.

    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 8,913 shares
    Change vs previous 13F -251 shares

    0.1% of the 13F portfolio, value $1,217,385.

    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 9,164 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $1,233,460.

    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 9,163 shares
    Change vs previous 13F -36 shares

    0.11% of the 13F portfolio, value $1,161,791.

    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 9,199 shares
    Change vs previous 13F -26 shares

    0.09% of the 13F portfolio, value $907,472.

    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 9,225 shares
    Change vs previous 13F -212 shares

    0.09% of the 13F portfolio, value $945,539.

    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 9,437 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $849,572.

    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).