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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

  1. period ended2026-06-30
    13F 43,018 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,569 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,710 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,222 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,856 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,132 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,037 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,653 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).