Skip to content
Disclosery

Fiduciary Group, LLC: XLI position timeline

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

Fiduciary Group, LLC held 28,484 XLI 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 28,484 shares
    Change vs previous 13F +705 shares

    0.41% of the 13F portfolio, value $5,276,004.

    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 27,779 shares
    Change vs previous 13F +1,727 shares

    0.38% of the 13F portfolio, value $4,492,742.

    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 26,052 shares
    Change vs previous 13F +1,457 shares

    0.34% of the 13F portfolio, value $4,041,186.

    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 24,595 shares
    Change vs previous 13F +1,076 shares

    0.33% of the 13F portfolio, value $3,793,287.

    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 23,519 shares
    Change vs previous 13F +955 shares

    0.33% of the 13F portfolio, value $3,469,523.

    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 22,564 shares
    Change vs previous 13F +1,402 shares

    0.3% of the 13F portfolio, value $2,957,463.

    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 21,162 shares
    Change vs previous 13F +4,424 shares

    0.28% of the 13F portfolio, value $2,788,305.

    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 16,738 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,266,995.

    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).