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FIDUCIENT ADVISORS LLC: USRT position timeline

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

FIDUCIENT ADVISORS LLC held 306,909 USRT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,909 shares
    Change vs previous 13F +11,901 shares

    2.92% of the 13F portfolio, value $20,394,095.

    13F-HR 0001172661-26-003177 filed by FIDUCIENT ADVISORS 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 295,008 shares
    Change vs previous 13F +47,745 shares

    2.28% of the 13F portfolio, value $17,461,518.

    13F-HR 0001172661-26-001640 filed by FIDUCIENT ADVISORS 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 247,263 shares
    Change vs previous 13F -150,630 shares

    1.75% of the 13F portfolio, value $14,084,098.

    13F-HR 0001172661-26-000553 filed by FIDUCIENT ADVISORS 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 397,893 shares
    Change vs previous 13F -6,016 shares

    2.73% of the 13F portfolio, value $23,364,307.

    13F-HR 0001172661-25-004495 filed by FIDUCIENT ADVISORS 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 403,909 shares
    Change vs previous 13F -9,601 shares

    2.8% of the 13F portfolio, value $22,845,130.

    13F-HR 0001172661-25-003085 filed by FIDUCIENT ADVISORS 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 413,510 shares
    Change vs previous 13F +44,857 shares

    2.98% of the 13F portfolio, value $23,818,194.

    13F-HR 0001172661-25-002144 filed by FIDUCIENT ADVISORS 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 368,653 shares
    Change vs previous 13F +95,863 shares

    2.61% of the 13F portfolio, value $21,127,537.

    13F-HR 0001172661-25-000779 filed by FIDUCIENT ADVISORS 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 272,790 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $16,795,895.

    13F-HR 0001172661-24-004368 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).