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Key Client Fiduciary Advisors, LLC: FDL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Key Client Fiduciary Advisors, LLC on FDL, newest first. How the timeline and the estimate are built.

Key Client Fiduciary Advisors, LLC held 201,438 FDL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,438 shares
    Change vs previous 13F +18,838 shares

    2.85% of the 13F portfolio, value $9,801,977.

    13F-HR 0002085853-26-000672 filed by Key Client Fiduciary Advisors, LLC
    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 182,600 shares
    Change vs previous 13F +3,109 shares

    3.19% of the 13F portfolio, value $9,276,069.

    13F-HR 0002085853-26-000300 filed by Key Client Fiduciary Advisors, LLC
    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 179,491 shares
    Change vs previous 13F -2,182 shares

    2.76% of the 13F portfolio, value $7,958,642.

    13F-HR 0002085853-26-000118 filed by Key Client Fiduciary Advisors, LLC
    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 181,673 shares
    Change vs previous 13F +817 shares

    2.66% of the 13F portfolio, value $7,886,413.

    13F-HR 0002085853-25-000085 filed by Key Client Fiduciary Advisors, LLC
    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 180,856 shares
    Change vs previous 13F +1,274 shares

    3.1% of the 13F portfolio, value $7,572,461.

    13F-HR 0001667731-25-000758 filed by Key Client Fiduciary Advisors, LLC
    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 179,582 shares
    Change vs previous 13F +4,747 shares

    3.6% of the 13F portfolio, value $7,801,063.

    13F-HR 0001667731-25-000398 filed by Key Client Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 174,835 shares
    Change vs previous 13F -3,264 shares

    3.15% of the 13F portfolio, value $7,038,870.

    13F-HR 0001667731-25-000057 filed by Key Client Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 178,099 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $7,471,233.

    13F-HR 0001912612-24-000004 filed by Key Client Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).