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Key Client Fiduciary Advisors, LLC: SPYM position timeline

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

Key Client Fiduciary Advisors, LLC held 39,644 SPYM 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 39,644 shares
    Change vs previous 13F +5,434 shares

    1.01% of the 13F portfolio, value $3,483,938.

    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 34,210 shares
    Change vs previous 13F +2,438 shares

    0.9% of the 13F portfolio, value $2,618,428.

    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 31,772 shares
    Change vs previous 13F +1,541 shares

    0.88% of the 13F portfolio, value $2,548,746.

    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 30,231 shares
    Change vs previous 13F +415 shares

    0.8% of the 13F portfolio, value $2,368,289.

    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 29,816 shares
    Change vs previous 13F +3,282 shares

    0.89% of the 13F portfolio, value $2,167,327.

    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 26,534 shares
    Change vs previous 13F +6,631 shares

    0.8% of the 13F portfolio, value $1,744,852.

    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 19,903 shares
    Change vs previous 13F +1,114 shares

    0.61% of the 13F portfolio, value $1,372,109.

    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 18,789 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,268,444.

    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).