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Disclosery

Fiduciary Trust Co: ULS position timeline

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

Fiduciary Trust Co held 24,390 ULS 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 24,390 shares
    Change vs previous 13F +3,520 shares

    0.03% of the 13F portfolio, value $2,484,365.

    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 20,870 shares
    Change vs previous 13F -46 shares

    0.02% of the 13F portfolio, value $1,788,768.

    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 20,916 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,649,436.

    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 20,916 shares
    Change vs previous 13F +2,656 shares

    0.02% of the 13F portfolio, value $1,482,108.

    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 18,260 shares
    Change vs previous 13F +240 shares

    0.02% of the 13F portfolio, value $1,330,424.

    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 18,020 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,016,328.

    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).