ROBO β€” Robo Global Robotics and Automation ETF

Ownership history in Fiduciary Alliance LLC  Β·  10 quarters on record

AI Ownership Summary

Fiduciary Alliance LLC reported Robo Global Robotics and Automation ETF (ROBO) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.12% in 2023 Q3. The latest visible filing shows ROBO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ROBO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fiduciary Alliance LLC's position in Robo Global Robotics and Automation ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ROBO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ROBO stock page Fiduciary Alliance LLC fund profile Fiduciary Alliance LLC full holdings
How Fiduciary Alliance LLC held ROBO β€” position size vs. price
% of Fund (quarterly)    ROBO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,271 -3,240 -49.8% 0.01% $214K 2025-10-08 $68.21
2024 Q4 ADDED 6,511 +65 +1.0% 0.04% $366K 2025-01-13 $55.62
2024 Q3 REDUCED 6,446 -2,273 -26.1% 0.05% $368K 2024-10-11 $56.62
2024 Q2 REDUCED 8,719 -397 -4.4% 0.08% $479K 2024-07-10 $55.65
2024 Q1 REDUCED 9,116 -1,379 -13.1% 0.09% $530K 2024-04-17 $53.24
2023 Q4 REDUCED 10,495 -103 -1.0% 0.12% $601K 2024-01-17 $53.60
2023 Q3 ADDED 10,598 +337 +3.3% 0.12% $534K 2023-10-18 $48.12
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ROBO

As of 2025 Q4 β€” sorted by position size

Gray Foundation 3.57% Hyposwiss Advisors SA 2.4% Carmel Capital Management L.L.C. 3Y 2.08% Biltmore Family Office, LLC 3Y 7Y 1.93% Solutions 4 Wealth, Ltd 1.89% Humankind Investments LLC 3Y 1.29% PACIFIC SUN FINANCIAL CORP 3Y 7Y 1.26% ARMSTRONG ADVISORY GROUP, INC 3Y 0.76% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.65% Bank OZK 3Y 7Y 0.59%

FAQ About Fiduciary Alliance LLC and ROBO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fiduciary Alliance LLC reported owning ROBO?

Fiduciary Alliance LLC reported ROBO across 7 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported ROBO position in Fiduciary Alliance LLC's portfolio?

The largest reported portfolio weight for ROBO was 0.12% in 2023 Q3.

What is the latest reported ROBO position on this page?

The most recent filing on this page is 2025 Q3, when Fiduciary Alliance LLC reported 3,271 shares, equal to 0.01% of portfolio, with an estimated market value of $214K.

What does the chart on this ROBO ownership page compare?

The chart compares Fiduciary Alliance LLC's quarterly ROBO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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