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Fiduciary Group, LLC: SPMD position timeline

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

Fiduciary Group, LLC held 57,026 SPMD 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 57,026 shares
    Change vs previous 13F +3,503 shares

    0.3% of the 13F portfolio, value $3,852,678.

    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 53,523 shares
    Change vs previous 13F +5,505 shares

    0.27% of the 13F portfolio, value $3,169,633.

    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 48,018 shares
    Change vs previous 13F +8,779 shares

    0.23% of the 13F portfolio, value $2,780,724.

    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 39,239 shares
    Change vs previous 13F +9,754 shares

    0.2% of the 13F portfolio, value $2,244,080.

    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 29,485 shares
    Change vs previous 13F +8,957 shares

    0.15% of the 13F portfolio, value $1,603,396.

    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 20,528 shares
    Change vs previous 13F +8,657 shares

    0.11% of the 13F portfolio, value $1,050,624.

    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 11,871 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $649,226.

    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).