Skip to content
Disclosery

Key Client Fiduciary Advisors, LLC: SPDV position timeline

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

Key Client Fiduciary Advisors, LLC held 15,807 SPDV 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 15,807 shares
    Change vs previous 13F -843 shares

    0.18% of the 13F portfolio, value $609,179.

    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 16,650 shares
    Change vs previous 13F -123 shares

    0.21% of the 13F portfolio, value $619,847.

    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 16,773 shares
    Change vs previous 13F +16 shares

    0.2% of the 13F portfolio, value $581,186.

    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 16,757 shares
    Change vs previous 13F -134 shares

    0.2% of the 13F portfolio, value $582,058.

    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 16,891 shares
    Change vs previous 13F +6,018 shares

    0.22% of the 13F portfolio, value $547,944.

    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 10,873 shares
    Change vs previous 13F +18 shares

    0.16% of the 13F portfolio, value $353,709.

    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 10,855 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $352,997.

    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 10,843 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $363,810.

    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).