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Key Client Fiduciary Advisors, LLC: FTSM position timeline

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

Key Client Fiduciary Advisors, LLC held 46,945 FTSM 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 46,945 shares
    Change vs previous 13F +3,431 shares

    0.82% of the 13F portfolio, value $2,804,020.

    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 43,514 shares
    Change vs previous 13F +1,804 shares

    0.89% of the 13F portfolio, value $2,601,270.

    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 41,710 shares
    Change vs previous 13F +921 shares

    0.87% of the 13F portfolio, value $2,499,708.

    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 40,789 shares
    Change vs previous 13F -4,356 shares

    0.82% of the 13F portfolio, value $2,443,689.

    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 45,145 shares
    Change vs previous 13F +2,336 shares

    1.11% of the 13F portfolio, value $2,702,808.

    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 42,809 shares
    Change vs previous 13F +6,938 shares

    1.18% of the 13F portfolio, value $2,561,693.

    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 35,871 shares
    Change vs previous 13F +905 shares

    0.96% of the 13F portfolio, value $2,144,038.

    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 34,966 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,093,385.

    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).