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Disclosery

Fiduciary Group, LLC: XLC position timeline

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

Fiduciary Group, LLC held 33,249 XLC 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 33,249 shares
    Change vs previous 13F +881 shares

    0.28% of the 13F portfolio, value $3,561,986.

    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 32,368 shares
    Change vs previous 13F +1,077 shares

    0.31% of the 13F portfolio, value $3,588,364.

    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 31,291 shares
    Change vs previous 13F +5,354 shares

    0.31% of the 13F portfolio, value $3,683,519.

    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 25,937 shares
    Change vs previous 13F +1,838 shares

    0.27% of the 13F portfolio, value $3,070,168.

    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 24,099 shares
    Change vs previous 13F +732 shares

    0.25% of the 13F portfolio, value $2,615,414.

    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 23,367 shares
    Change vs previous 13F +2,670 shares

    0.23% of the 13F portfolio, value $2,253,765.

    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 20,697 shares
    Change vs previous 13F +3,693 shares

    0.2% of the 13F portfolio, value $2,003,654.

    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 17,004 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,537,197.

    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).