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Disclosery

Fiduciary Group, LLC: SPSM position timeline

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

Fiduciary Group, LLC held 119,894 SPSM 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 119,894 shares
    Change vs previous 13F +2,796 shares

    0.54% of the 13F portfolio, value $6,914,289.

    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 117,098 shares
    Change vs previous 13F +7,977 shares

    0.48% of the 13F portfolio, value $5,658,177.

    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 109,121 shares
    Change vs previous 13F +11,574 shares

    0.43% of the 13F portfolio, value $5,113,412.

    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 97,547 shares
    Change vs previous 13F +17,048 shares

    0.4% of the 13F portfolio, value $4,518,379.

    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 80,499 shares
    Change vs previous 13F +27,325 shares

    0.32% of the 13F portfolio, value $3,429,259.

    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 53,174 shares
    Change vs previous 13F +15,816 shares

    0.22% of the 13F portfolio, value $2,167,374.

    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 37,358 shares
    Change vs previous 13F +15,659 shares

    0.17% of the 13F portfolio, value $1,678,123.

    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 21,699 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $987,521.

    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).