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Disclosery

Fiduciary Group, LLC: QYLD position timeline

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

Fiduciary Group, LLC held 118,979 QYLD 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 118,979 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,192,783.

    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 118,979 shares
    Change vs previous 13F +9,916 shares

    0.17% of the 13F portfolio, value $2,040,490.

    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 109,063 shares
    Change vs previous 13F -36 shares

    0.16% of the 13F portfolio, value $1,927,143.

    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 109,099 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,855,774.

    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 109,099 shares
    Change vs previous 13F +20,416 shares

    0.17% of the 13F portfolio, value $1,824,135.

    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 88,683 shares
    Change vs previous 13F +30,544 shares

    0.15% of the 13F portfolio, value $1,474,798.

    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 58,139 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,059,293.

    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 58,139 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,048,828.

    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).