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Fiduciary Group, LLC: VCSH position timeline

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

Fiduciary Group, LLC held 42,544 VCSH 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 42,544 shares
    Change vs previous 13F -3,827 shares

    0.26% of the 13F portfolio, value $3,362,252.

    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 46,371 shares
    Change vs previous 13F -933 shares

    0.31% of the 13F portfolio, value $3,675,829.

    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 47,304 shares
    Change vs previous 13F -1,497 shares

    0.32% of the 13F portfolio, value $3,771,548.

    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 48,801 shares
    Change vs previous 13F -453 shares

    0.34% of the 13F portfolio, value $3,900,664.

    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 49,254 shares
    Change vs previous 13F -618 shares

    0.37% of the 13F portfolio, value $3,915,693.

    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 49,872 shares
    Change vs previous 13F -659 shares

    0.39% of the 13F portfolio, value $3,936,896.

    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 50,531 shares
    Change vs previous 13F -186 shares

    0.4% of the 13F portfolio, value $3,941,923.

    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 50,717 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,027,944.

    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).