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Disclosery

Fiduciary Trust Co: FERG position timeline

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

Fiduciary Trust Co held 10,026 FERG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,026 shares
    Change vs previous 13F +911 shares

    0.03% of the 13F portfolio, value $2,379,399.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 9,115 shares
    Change vs previous 13F +472 shares

    0.03% of the 13F portfolio, value $2,126,107.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 8,643 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $1,924,081.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 8,657 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $1,944,189.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 8,635 shares
    Change vs previous 13F -720 shares

    0.02% of the 13F portfolio, value $1,880,272.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 9,355 shares
    Change vs previous 13F +4,894 shares

    0.02% of the 13F portfolio, value $1,498,952.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 4,461 shares
    Change vs previous 13F -997 shares

    0.01% of the 13F portfolio, value $774,296.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    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 5,458 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,083,795.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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