Fiduciary Group, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on V, newest first. How the timeline and the estimate are built.
Fiduciary Group, LLC held 43,018 V shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 43,018 sharesChange vs previous 13F -551 shares
1.16% of the 13F portfolio, value $14,759,074.
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 43,569 sharesChange vs previous 13F -141 shares
1.12% of the 13F portfolio, value $13,168,274.
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 43,710 sharesChange vs previous 13F -512 shares
1.29% of the 13F portfolio, value $15,329,496.
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 44,222 sharesChange vs previous 13F +366 shares
1.33% of the 13F portfolio, value $15,096,469.
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 43,856 sharesChange vs previous 13F -276 shares
1.47% of the 13F portfolio, value $15,571,034.
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 44,132 sharesChange vs previous 13F +95 shares
1.55% of the 13F portfolio, value $15,466,462.
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 44,037 sharesChange vs previous 13F -616 shares
1.4% of the 13F portfolio, value $13,917,419.
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).
- period ended2024-09-3013F 44,653 sharesChange vs previous 13F not available
1.24% of the 13F portfolio, value $12,277,312.
13F-HR 0001645890-24-000006 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).