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
- period ended2026-06-3013F 57,026 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 53,523 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,018 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 39,239 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,485 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,528 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,871 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).