Key Client Fiduciary Advisors, LLC: CWB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Key Client Fiduciary Advisors, LLC on CWB, newest first. How the timeline and the estimate are built.
Key Client Fiduciary Advisors, LLC held 2,480 CWB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 2,480 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $267,394.
13F-HR 0002085853-26-000672 filed by Key Client Fiduciary Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,480 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $226,970.
13F-HR 0002085853-26-000300 filed by Key Client Fiduciary Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,480 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $221,216.
13F-HR 0002085853-26-000118 filed by Key Client Fiduciary Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,480 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $224,440.
13F-HR 0002085853-25-000085 filed by Key Client Fiduciary Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,480 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $204,997.
13F-HR 0001667731-25-000758 filed by Key Client Fiduciary Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).