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Fiduciary Group, LLC: VWO position timeline

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

Fiduciary Group, LLC held 165,192 VWO 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 165,192 shares
    Change vs previous 13F +430 shares

    0.77% of the 13F portfolio, value $9,860,301.

    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 164,762 shares
    Change vs previous 13F +3,917 shares

    0.76% of the 13F portfolio, value $8,905,364.

    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 160,845 shares
    Change vs previous 13F +7,016 shares

    0.73% of the 13F portfolio, value $8,647,006.

    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 153,829 shares
    Change vs previous 13F +6,522 shares

    0.73% of the 13F portfolio, value $8,334,433.

    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 147,307 shares
    Change vs previous 13F +3,856 shares

    0.69% of the 13F portfolio, value $7,285,781.

    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 143,451 shares
    Change vs previous 13F +4,248 shares

    0.65% of the 13F portfolio, value $6,492,589.

    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 139,203 shares
    Change vs previous 13F +2,975 shares

    0.61% of the 13F portfolio, value $6,130,485.

    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 136,228 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,518,487.

    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).