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Key Client Fiduciary Advisors, LLC: MO position timeline

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

Key Client Fiduciary Advisors, LLC held 25,757 MO 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 25,757 shares
    Change vs previous 13F +1,729 shares

    0.54% of the 13F portfolio, value $1,853,188.

    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 24,028 shares
    Change vs previous 13F -326 shares

    0.54% of the 13F portfolio, value $1,585,620.

    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 24,354 shares
    Change vs previous 13F +441 shares

    0.49% of the 13F portfolio, value $1,404,269.

    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 23,913 shares
    Change vs previous 13F +380 shares

    0.53% of the 13F portfolio, value $1,579,676.

    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 23,533 shares
    Change vs previous 13F +759 shares

    0.57% of the 13F portfolio, value $1,379,768.

    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 22,774 shares
    Change vs previous 13F +1,067 shares

    0.63% of the 13F portfolio, value $1,366,882.

    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 21,707 shares
    Change vs previous 13F -89 shares

    0.51% of the 13F portfolio, value $1,135,047.

    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 21,796 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,112,472.

    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).