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Disclosery

Fiduciary Group, LLC: XLF position timeline

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

Fiduciary Group, LLC held 56,254 XLF 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 56,254 shares
    Change vs previous 13F +2,766 shares

    0.24% of the 13F portfolio, value $3,015,765.

    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 53,488 shares
    Change vs previous 13F +2,522 shares

    0.23% of the 13F portfolio, value $2,640,679.

    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 50,966 shares
    Change vs previous 13F +3,640 shares

    0.23% of the 13F portfolio, value $2,791,408.

    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 47,326 shares
    Change vs previous 13F +3,188 shares

    0.22% of the 13F portfolio, value $2,549,452.

    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 44,138 shares
    Change vs previous 13F +3,324 shares

    0.22% of the 13F portfolio, value $2,311,507.

    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 40,814 shares
    Change vs previous 13F +6,621 shares

    0.2% of the 13F portfolio, value $2,032,945.

    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 34,193 shares
    Change vs previous 13F +5,725 shares

    0.17% of the 13F portfolio, value $1,652,548.

    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 28,468 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,290,170.

    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).