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Disclosery

Fiduciary Group, LLC: VXF position timeline

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

Fiduciary Group, LLC held 53,748 VXF 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 53,748 shares
    Change vs previous 13F -1,021 shares

    1.04% of the 13F portfolio, value $13,233,359.

    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 54,769 shares
    Change vs previous 13F -692 shares

    0.96% of the 13F portfolio, value $11,271,474.

    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 55,461 shares
    Change vs previous 13F -1,850 shares

    0.97% of the 13F portfolio, value $11,597,900.

    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 57,311 shares
    Change vs previous 13F -367 shares

    1.05% of the 13F portfolio, value $11,997,480.

    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 57,678 shares
    Change vs previous 13F -861 shares

    1.05% of the 13F portfolio, value $11,115,071.

    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 58,539 shares
    Change vs previous 13F -828 shares

    1.01% of the 13F portfolio, value $10,083,914.

    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 59,367 shares
    Change vs previous 13F -297 shares

    1.13% of the 13F portfolio, value $11,278,490.

    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 59,664 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $10,858,268.

    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).