Skip to content
Disclosery

Fiduciary Group, LLC: XLV position timeline

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

Fiduciary Group, LLC held 37,333 XLV 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 37,333 shares
    Change vs previous 13F +529 shares

    0.46% of the 13F portfolio, value $5,923,207.

    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 36,804 shares
    Change vs previous 13F +803 shares

    0.46% of the 13F portfolio, value $5,395,871.

    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 36,001 shares
    Change vs previous 13F +916 shares

    0.47% of the 13F portfolio, value $5,572,955.

    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 35,085 shares
    Change vs previous 13F +1,491 shares

    0.43% of the 13F portfolio, value $4,882,779.

    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 33,594 shares
    Change vs previous 13F +1,345 shares

    0.43% of the 13F portfolio, value $4,528,135.

    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 32,249 shares
    Change vs previous 13F +1,318 shares

    0.47% of the 13F portfolio, value $4,708,676.

    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 30,931 shares
    Change vs previous 13F +2,552 shares

    0.43% of the 13F portfolio, value $4,255,178.

    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 28,379 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,370,934.

    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).