Skip to content
Disclosery

Key Client Fiduciary Advisors, LLC: FPE position timeline

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

Key Client Fiduciary Advisors, LLC held 13,370 FPE 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 13,370 shares
    Change vs previous 13F -983 shares

    0.07% of the 13F portfolio, value $239,063.

    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 14,353 shares
    Change vs previous 13F -1,947 shares

    0.09% of the 13F portfolio, value $254,763.

    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 16,300 shares
    Change vs previous 13F +1,610 shares

    0.1% of the 13F portfolio, value $296,993.

    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 14,690 shares
    Change vs previous 13F +1,846 shares

    0.09% of the 13F portfolio, value $267,951.

    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 12,844 shares
    Change vs previous 13F +2,031 shares

    0.09% of the 13F portfolio, value $228,629.

    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 10,813 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $190,198.

    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).