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Key Client Fiduciary Advisors, LLC: PFLD position timeline

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

Key Client Fiduciary Advisors, LLC held 0 PFLD shares at 2025-03-31 per its 13F-HR filed 2025-04-10.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -46,198 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 46,198 shares
    Change vs previous 13F -3,400 shares

    0.43% of the 13F portfolio, value $949,831.

    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).

  3. period ended2024-09-30
    13F 49,598 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,050,486.

    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).