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Disclosery

Fiduciary Group, LLC: VOO position timeline

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

Fiduciary Group, LLC held 103,990 VOO 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 103,990 shares
    Change vs previous 13F +2,044 shares

    5.6% of the 13F portfolio, value $71,421,043.

    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 101,946 shares
    Change vs previous 13F +5,821 shares

    5.2% of the 13F portfolio, value $60,917,787.

    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 96,125 shares
    Change vs previous 13F +12,348 shares

    5.06% of the 13F portfolio, value $60,283,029.

    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 83,777 shares
    Change vs previous 13F +4,643 shares

    4.51% of the 13F portfolio, value $51,303,429.

    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 79,134 shares
    Change vs previous 13F +676 shares

    4.23% of the 13F portfolio, value $44,950,202.

    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 78,458 shares
    Change vs previous 13F +2,562 shares

    4.04% of the 13F portfolio, value $40,320,094.

    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 75,896 shares
    Change vs previous 13F +797 shares

    4.1% of the 13F portfolio, value $40,893,317.

    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 75,099 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $39,627,661.

    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).