Position in LII
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$683,529
+$162,776 QoQ
Shares Held
1,193
+6.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#359
of 653 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Fiduciary Alliance LLC holds $2,357,915 across 4 Building Products & Equipment names. LII ranks #2 (29.0% of the industry book) .
All Filings in LII
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,529 | 1,193 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $520,753 | 1,122 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||