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Disclosery

Fiduciary Group, LLC: XLB position timeline

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

Fiduciary Group, LLC held 56,769 XLB 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 56,769 shares
    Change vs previous 13F +2,130 shares

    0.23% of the 13F portfolio, value $2,885,592.

    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 54,639 shares
    Change vs previous 13F +6,240 shares

    0.23% of the 13F portfolio, value $2,730,292.

    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 48,399 shares
    Change vs previous 13F +28,372 shares

    0.18% of the 13F portfolio, value $2,194,898.

    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 20,027 shares
    Change vs previous 13F +945 shares

    0.16% of the 13F portfolio, value $1,794,806.

    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 19,082 shares
    Change vs previous 13F +798 shares

    0.16% of the 13F portfolio, value $1,675,562.

    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 18,284 shares
    Change vs previous 13F +1,866 shares

    0.16% of the 13F portfolio, value $1,572,016.

    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 16,418 shares
    Change vs previous 13F +1,796 shares

    0.14% of the 13F portfolio, value $1,381,439.

    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 14,622 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,409,283.

    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).