Fiduciary Alliance LLC

Business address
511 Rhett St, Suite 2 A, Greenville, SC, 29601
Top securities (13F)
AAPL, MSFT, SPY, JPM, NVDA, AMZN, BRKB, BABA, IBIT, SCHG, PLTR, SPDW, GOOGL, CPS, HD, IJR, COP, MS, HOOD, and MSTR
State of incorporation
SC
Fiscal year end
31 December
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Fiduciary Alliance LLC has filed 14 SEC EDGAR filings since 19 Jan 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 08 Oct 2025 30 Sep 2025 028-22738
N-PX Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-22738
13F-HR Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-22738
13F-HR Open Document Open Filing 09 Apr 2025 31 Mar 2025 028-22738
13F-HR Open Document Open Filing 13 Jan 2025 31 Dec 2024 028-22738
13F-HR Open Document Open Filing 11 Oct 2024 30 Sep 2024 028-22738
N-PX Open Document Open Filing 10 Jul 2024 30 Jun 2024 028-22738
13F-HR Open Document Open Filing 10 Jul 2024 30 Jun 2024 028-22738
13F-HR Open Document Open Filing 17 Apr 2024 31 Mar 2024 028-22738
13F-HR Open Document Open Filing 17 Jan 2024 31 Dec 2023 028-22738
13F-HR Open Document Open Filing 18 Oct 2023 30 Sep 2023 028-22738
13F-HR Open Document Open Filing 18 Jul 2023 30 Jun 2023 028-22738
13F-HR Open Document Open Filing 18 Apr 2023 31 Mar 2023 028-22738
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-22738