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Key Client Fiduciary Advisors, LLC: IYK position timeline

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

Key Client Fiduciary Advisors, LLC held 117,020 IYK 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 117,020 shares
    Change vs previous 13F -9,500 shares

    2.48% of the 13F portfolio, value $8,502,666.

    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 126,520 shares
    Change vs previous 13F +122,182 shares

    3.04% of the 13F portfolio, value $8,860,196.

    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 4,338 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $290,299.

    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).