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Disclosery

Fiduciary Group, LLC: OBDC position timeline

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

Fiduciary Group, LLC held 62,489 OBDC 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 62,489 shares
    Change vs previous 13F -3,000 shares

    0.05% of the 13F portfolio, value $679,255.

    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 65,489 shares
    Change vs previous 13F +11,387 shares

    0.06% of the 13F portfolio, value $724,308.

    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 54,102 shares
    Change vs previous 13F -5,857 shares

    0.06% of the 13F portfolio, value $672,488.

    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 59,959 shares
    Change vs previous 13F +13,808 shares

    0.07% of the 13F portfolio, value $765,676.

    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 46,151 shares
    Change vs previous 13F +9,661 shares

    0.06% of the 13F portfolio, value $661,805.

    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 36,490 shares
    Change vs previous 13F +13,993 shares

    0.05% of the 13F portfolio, value $534,943.

    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 22,497 shares
    Change vs previous 13F +2,436 shares

    0.03% of the 13F portfolio, value $340,155.

    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 20,061 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $292,289.

    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).